Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | GUESS INC | — | 146 | $2K | — | SOLD |
| 102 | — | HILLENBRAND INC | — | 79 | $2K | — | SOLD |
| 103 | MVO | MV OIL TR | Energy | 1,000 | $2K | — | SOLD |
| 104 | TSI | TCW STRATEGIC INCOME FD INC | Financial Services | 500 | $2K | — | SOLD |
| 105 | CDZI | CADIZ INC | Utilities | 430 | $2K | — | SOLD |
| 106 | EPC | EDGEWELL PERSONAL CARE CO | Consumer Defensive | 95 | $2K | — | SOLD |
| 107 | — | AGILON HEALTH INC | — | 6,160 | $2K | — | SOLD |
| 108 | ADMA | ADMA BIOLOGICS INC | Healthcare | 174 | $2K | — | SOLD |
| 109 | DFEN | DIREXION SHARES ETF TRUST | — | 24 | $2K | — | SOLD |
| 110 | POST | POST HLDGS INC | Consumer Defensive | 15 | $1K | — | SOLD |
| 111 | YEXT | YEXT INC | Technology | 374 | $1K | — | SOLD |
| 112 | BBAX | J P MORGAN EXCHANGE TRADED F | — | 24 | $1K | — | SOLD |
| 113 | SPYC | SIMPLIFY EXCHANGE TRADED FUN | — | 35 | $1K | — | SOLD |
| 114 | BMI | BADGER METER INC | Technology | 9 | $1K | — | SOLD |
| 115 | SGRY | SURGERY PARTNERS INC | Healthcare | 115 | $1K | — | SOLD |
| 116 | FLGT | FULGENT GENETICS INC | Healthcare | 86 | $1K | — | SOLD |
| 117 | MEXX | DIREXION SHARES ETF TRUST | — | 40 | $1K | — | SOLD |
| 118 | — | BLACKROCK MUNI INCOME TR II | — | 100 | $1K | — | SOLD |
| 119 | BTQ | BTQ TECHNOLOGIES CORP | Technology | 420 | $1K | — | SOLD |
| 120 | FUTU | FUTU HLDGS LTD | Financial Services | 8 | $1K | — | SOLD |
Sector Allocation
Technology
32.0%
Financial Services
17.5%
Industrials
9.1%
Healthcare
9.1%
Communication Services
8.9%
Consumer Cyclical
8.1%
Consumer Defensive
4.6%
Basic Materials
3.8%
Energy
3.3%
Utilities
2.6%