Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | — | FIDELITY COVINGTON TRUST | — | 300 | $6K | — | SOLD |
| 82 | NUAI | NEW ERA ENERGY & DIGITAL INC | Energy | 2,000 | $6K | — | SOLD |
| 83 | XRPI | VOLATILITY SHS TR | — | 504 | $5K | — | SOLD |
| 84 | YMAX | TIDAL TRUST II | — | 500 | $5K | — | SOLD |
| 85 | — | STEELCASE INC | — | 283 | $5K | — | SOLD |
| 86 | — | HEALTH IN TECH INC | — | 2,734 | $4K | — | SOLD |
| 87 | TELO | TELOMIR PHARMACEUTICALS INC | Healthcare | 3,000 | $4K | — | SOLD |
| 88 | SRVR | PACER FDS TR | — | 133 | $4K | — | SOLD |
| 89 | — | PREMIER INC | — | 130 | $4K | — | SOLD |
| 90 | — | HEIDRICK & STRUGGLES INTL IN | — | 61 | $4K | — | SOLD |
| 91 | ABAT | AMERICAN BATTERY TECHNOLOGY | Basic Materials | 1,074 | $4K | — | SOLD |
| 92 | — | INTEGRAL AD SCIENCE HLDNG CO | — | 329 | $3K | — | SOLD |
| 93 | — | XMAX INC | — | 532 | $3K | — | SOLD |
| 94 | EMHC | SPDR SERIES TRUST | — | 123 | $3K | — | SOLD |
| 95 | IEP | ICAHN ENTERPRISES LP | Industrials | 400 | $3K | — | SOLD |
| 96 | XRPC | CANARY XRP ETF | — | 152 | $3K | — | SOLD |
| 97 | CAE | CAE INC | Industrials | 87 | $3K | — | SOLD |
| 98 | RVT | ROYCE SMALL CAP TRUST INC | Financial Services | 155 | $2K | — | SOLD |
| 99 | — | INNOVATOR ETFS TRUST | — | 100 | $2K | — | SOLD |
| 100 | ERX | DIREXION SHS ETF TR | — | 40 | $2K | — | 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%