Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | — | URBAN-GRO INC | — | 7,000 | $1K | — | SOLD |
| 122 | AMWD | AMERICAN WOODMARK CORP | Consumer Cyclical | 26 | $1K | — | SOLD |
| 123 | TBUX | T ROWE PRICE ETF INC | — | 20 | $995.0 | — | SOLD |
| 124 | — | JAMF HLDG CORP | — | 73 | $953.0 | — | SOLD |
| 125 | KOPN | KOPIN CORP | Technology | 401 | $902.0 | — | SOLD |
| 126 | — | GREAT LAKES DREDGE & DOCK CO | — | 52 | $884.0 | — | SOLD |
| 127 | — | AKARI THERAPEUTICS PLC | — | 7,250 | $877.0 | — | SOLD |
| 128 | — | FIRST SVGS FINL GROUP INC | — | 22 | $748.0 | — | SOLD |
| 129 | — | CITY OFFICE REIT INC | — | 106 | $741.0 | — | SOLD |
| 130 | — | REVIVA PHARMACEUTCLS HLDGS I | — | 4,000 | $714.0 | — | SOLD |
| 131 | — | INSPIRATO INCORPORATED | — | 150 | $639.0 | — | SOLD |
| 132 | BBUC | BROOKFIELD BUSINESS CORP | Financial Services | 20 | $633.0 | — | SOLD |
| 133 | ZLAB | ZAI LAB LTD | Healthcare | 33 | $621.0 | — | SOLD |
| 134 | BOC | BOSTON OMAHA CORP | Communication Services | 52 | $607.0 | — | SOLD |
| 135 | MGNI | MAGNITE INC | Communication Services | 49 | $582.0 | — | SOLD |
| 136 | DIBS | 1STDIBS COM INC | Consumer Cyclical | 100 | $550.0 | — | SOLD |
| 137 | — | EVENTBRITE INC | — | 114 | $514.0 | — | SOLD |
| 138 | ULE | PROSHARES TR II | Financial Services | 40 | $509.0 | — | SOLD |
| 139 | YCL | PROSHARES TR II | Financial Services | 25 | $459.0 | — | SOLD |
| 140 | — | BRIGHTSTAR LOTTERY PLC | — | 36 | $459.0 | — | 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%