Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | LYEL | LYELL IMMUNOPHARMA INC | Healthcare | 648 | $13K | — | SOLD |
| 62 | — | PRENETICS GLOBAL LTD | — | 649 | $13K | — | SOLD |
| 63 | — | INNOVATOR ETFS TRUST | — | 450 | $12K | — | SOLD |
| 64 | ASYS | AMTECH SYS INC | Technology | 1,019 | $12K | — | SOLD |
| 65 | — | NEW YORK LIFE INVESTMENTS ET | — | 220 | $11K | — | SOLD |
| 66 | FLHY | FRANKLIN TEMPLETON ETF TR | — | 428 | $10K | — | SOLD |
| 67 | — | INDIVIOR PLC | — | 288 | $10K | — | SOLD |
| 68 | BKHY | BNY MELLON ETF TRUST | — | 205 | $10K | — | SOLD |
| 69 | MTEK | MARIS TECH LTD | Technology | 6,873 | $9K | — | SOLD |
| 70 | ESAB | ESAB CORPORATION | Industrials | 85 | $8K | — | SOLD |
| 71 | CERT | CERTARA INC | Healthcare | 1,436 | $8K | — | SOLD |
| 72 | — | BLUE OWL TECHNOLOGY FIN CORP | — | 654 | $8K | — | SOLD |
| 73 | VBF | INVESCO BD FD | Financial Services | 500 | $8K | — | SOLD |
| 74 | FXC | INVESCO CURRENCYSHARES CDN D | Financial Services | 100 | $7K | — | SOLD |
| 75 | SOLZ | VOLATILITY SHS TR | — | 800 | $7K | — | SOLD |
| 76 | — | OLYMPIC STEEL INC | — | 131 | $6K | — | SOLD |
| 77 | UGRO | URBAN-GRO INC | Industrials | 280 | $6K | — | SOLD |
| 78 | OGIG | ALPS ETF TR | — | 150 | $6K | — | SOLD |
| 79 | POET | POET TECHNOLOGIES INC | Technology | 1,000 | $6K | — | SOLD |
| 80 | BITU | PROSHARES TR | — | 500 | $6K | — | 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%