Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | — | AVADEL PHARMACEUTICALS PLC | — | 20 | $426.0 | — | SOLD |
| 142 | — | PLYMOUTH INDL REIT INC | — | 18 | $396.0 | — | SOLD |
| 143 | — | MIDWESTONE FINL GROUP INC NE | — | 8 | $394.0 | — | SOLD |
| 144 | WOLF | WOLFSPEED INC | Technology | 23 | $375.0 | — | SOLD |
| 145 | SKYW | SKYWEST INC | Industrials | 4 | $367.0 | — | SOLD |
| 146 | CNBS | AMPLIFY ETF TR | — | 16 | $353.0 | — | SOLD |
| 147 | CURI | CURIOSITYSTREAM INC | Communication Services | 110 | $326.0 | — | SOLD |
| 148 | — | BARK INC | — | 641 | $325.0 | — | SOLD |
| 149 | — | MIAMI INTL HLDGS INC | — | 8 | $311.0 | — | SOLD |
| 150 | CAKE | CHEESECAKE FACTORY INC | Consumer Cyclical | 5 | $274.0 | — | SOLD |
| 151 | USNG | AMPLIFY ETF TR | — | 8 | $266.0 | — | SOLD |
| 152 | ALGM | ALLEGRO MICROSYSTEMS INC | Technology | 8 | $252.0 | — | SOLD |
| 153 | HFWA | HERITAGE FINL CORP WASH | Financial Services | 9 | $234.0 | — | SOLD |
| 154 | CTEV | CLARITEV CORPORATION | Healthcare | 14 | $229.0 | — | SOLD |
| 155 | WGS | GENEDX HOLDINGS CORP | Healthcare | 3 | $193.0 | — | SOLD |
| 156 | ZONE | CLEANCORE SOLUTIONS INC | Industrials | 534 | $190.0 | — | SOLD |
| 157 | ABSI | ABSCI CORPORATION | Healthcare | 63 | $189.0 | — | SOLD |
| 158 | FVRR | FIVERR INTL LTD | Communication Services | 18 | $180.0 | — | SOLD |
| 159 | MSTZ | ETF OPPORTUNITIES TRUST | — | 12 | $150.0 | — | SOLD |
| 160 | RVPH | REVIVA PHARMACEUTCLS HLDGS I | Healthcare | 200 | $146.0 | — | 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%