Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | — | VITAL ENERGY INC | — | 9 | $144.0 | — | SOLD |
| 162 | DLTH | DULUTH HLDGS INC | Consumer Cyclical | 68 | $141.0 | — | SOLD |
| 163 | — | CLEARBRIDGE ENERGY MIDSTRM O | — | 20,466 | $129.0 | — | SOLD |
| 164 | NIC | NICOLET BANKSHARES INC | Financial Services | 1 | $121.0 | — | SOLD |
| 165 | PSNY | POLESTAR AUTOMOTIVE HLDG UK | Consumer Cyclical | 200 | $111.0 | — | SOLD |
| 166 | NBN | NORTHEAST BK PORTLAND ME | Financial Services | 1 | $104.0 | — | SOLD |
| 167 | TRC | TEJON RANCH CO | Industrials | 6 | $95.0 | — | SOLD |
| 168 | AKBA | AKEBIA THERAPEUTICS INC | Healthcare | 52 | $84.0 | — | SOLD |
| 169 | — | SURMODICS INC | — | 2 | $83.0 | — | SOLD |
| 170 | RPT | RITHM PPTY TR INC | Real Estate | 29 | $79.0 | — | SOLD |
| 171 | GPGI | COMPOSECURE INC | Industrials | 4 | $77.0 | — | SOLD |
| 172 | PAHC | PHIBRO ANIMAL HEALTH CORP | Healthcare | 2 | $75.0 | — | SOLD |
| 173 | KRMN | KARMAN HLDGS INC | Industrials | 1 | $73.0 | — | SOLD |
| 174 | AMPX | AMPRIUS TECHNOLOGIES INC | Industrials | 9 | $71.0 | — | SOLD |
| 175 | SNGX | SOLIGENIX INC | Healthcare | 50 | $67.0 | — | SOLD |
| 176 | EVCM | EVERCOMMERCE INC | Technology | 5 | $61.0 | — | SOLD |
| 177 | TAIL | CAMBRIA ETF TR | — | 5 | $57.0 | — | SOLD |
| 178 | PNTG | PENNANT GROUP INC | Healthcare | 2 | $56.0 | — | SOLD |
| 179 | REPX | RILEY EXPLORATION PERMIAN IN | Energy | 2 | $53.0 | — | SOLD |
| 180 | — | M-TRON INDS INC | — | 50 | $50.0 | — | 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%