Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | LIVEPERSON INC | — | 5,000 | $32K | 0.00% | SOLD |
| 42 | PFFV | GLOBAL X FDS | — | 1,305 | $29K | 0.00% | SOLD |
| 43 | — | SANDSTORM GOLD LTD | — | 2,465 | $28K | 0.00% | SOLD |
| 44 | — | LIFE360 INC | — | 440 | $28K | 0.00% | SOLD |
| 45 | ADEA | ADEIA INC | Technology | 1,603 | $28K | 0.00% | SOLD |
| 46 | RDOG | ALPS ETF TR | — | 750 | $27K | 0.00% | SOLD |
| 47 | — | INNOVATOR ETFS TRUST | — | 1,000 | $27K | 0.00% | SOLD |
| 48 | YYY | AMPLIFY ETF TR | — | 2,315 | $27K | 0.00% | SOLD |
| 49 | AIBU | DIREXION SHS ETF TR | — | 500 | $25K | 0.00% | SOLD |
| 50 | STK | COLUMBIA SELIGM PREM TECH GR | Financial Services | 654 | $24K | 0.00% | SOLD |
| 51 | CBUS | CIBUS INC | Healthcare | 11,216 | $20K | — | SOLD |
| 52 | UWM | PROSHARES TR | — | 400 | $19K | — | SOLD |
| 53 | BABX | GRANITESHARES ETF TR | — | 500 | $18K | — | SOLD |
| 54 | — | SNOW LAKE RES LTD | — | 6,000 | $18K | — | SOLD |
| 55 | NXGL | NEXGEL INC | Healthcare | 11,000 | $18K | — | SOLD |
| 56 | — | FIRST TR EXCHNG TRADED FD VI | — | 753 | $18K | — | SOLD |
| 57 | — | TIMOTHY PLAN | — | 612 | $17K | — | SOLD |
| 58 | — | POTBELLY CORP | — | 951 | $16K | — | SOLD |
| 59 | METU | DIREXION SHS ETF TR | — | 500 | $16K | — | SOLD |
| 60 | PLTU | DIREXION SHS ETF TR | — | 200 | $15K | — | SOLD |
Sector Allocation
Technology
27.3%
Financial Services
18.5%
Communication Services
9.6%
Industrials
9.0%
Consumer Cyclical
8.4%
Healthcare
8.3%
Basic Materials
5.3%
Consumer Defensive
5.2%
Energy
4.5%
Utilities
2.8%