Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | ALEXANDER & BALDWIN INC NEW | — | 1,088 | $23K | — | SOLD |
| 42 | EMBD | GLOBAL X FDS | — | 959 | $22K | — | SOLD |
| 43 | — | NEOS ETF TRUST | — | 674 | $22K | — | SOLD |
| 44 | — | VENTYX BIOSCIENCES INC | — | 1,500 | $21K | — | SOLD |
| 45 | EGY | VAALCO ENERGY INC | Energy | 2,977 | $19K | — | SOLD |
| 46 | — | IMPERIAL PETE INC | — | 4,216 | $18K | — | SOLD |
| 47 | — | POTLATCHDELTIC CORPORATION | — | 422 | $18K | — | SOLD |
| 48 | — | ONESTREAM INC | — | 700 | $17K | — | SOLD |
| 49 | TOGA | MANAGED PORTFOLIO SERIES | — | 612 | $17K | — | SOLD |
| 50 | — | FRONTIER COMMUNICATIONS PARE | — | 427 | $16K | — | SOLD |
| 51 | — | MAGIC SOFTWARE ENTERPRISES L | — | 903 | $16K | — | SOLD |
| 52 | GSL | GLOBAL SHIP LEASE INC | Industrials | 400 | $15K | — | SOLD |
| 53 | — | BITWISE FUNDS TRUST | — | 774 | $15K | — | SOLD |
| 54 | LSAF | TWO RDS SHARED TR | — | 305 | $14K | — | SOLD |
| 55 | GDXY | TIDAL TRUST II | — | 1,000 | $14K | — | SOLD |
| 56 | LSAT | TWO RDS SHARED TR | — | 353 | $14K | — | SOLD |
| 57 | GAMB | GAMBLING COM GROUP LIMITED | Consumer Cyclical | 3,512 | $14K | — | SOLD |
| 58 | GREK | GLOBAL X FDS | — | 211 | $13K | — | SOLD |
| 59 | — | NUVEEN CALIF SELECT TAX FREE | — | 1,000 | $13K | — | SOLD |
| 60 | VFF | VILLAGE FARMS INTL INC | Consumer Defensive | 4,647 | $13K | — | SOLD |
Sector Allocation
Technology
33.0%
Financial Services
17.9%
Healthcare
9.4%
Industrials
9.3%
Consumer Cyclical
8.4%
Communication Services
6.3%
Consumer Defensive
4.7%
Basic Materials
3.9%
Energy
3.3%
Utilities
2.7%