Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1981 | SFLR | INNOVATOR ETFS TRUST | — | 1,990.0 | $73K | 0.00% | NEW | — | $36.86 | +4.0% |
| 1982 | OII | OCEANEERING INTL INC | Energy | 3,048.0 | $73K | 0.00% | NEW | — | $24.03 | +61.3% |
| 1983 | TQQQ | PROSHARES TR | — | 1,388.0 | $73K | 0.00% | NEW | — | $52.72 | +47.6% |
| 1984 | TD | TORONTO DOMINION BK ONT | Financial Services | 776.0 | $73K | 0.00% | NEW | — | $94.20 | +18.8% |
| 1985 | BHP | BHP GROUP LTD | Basic Materials | 1,204.0 | $73K | 0.00% | NEW | — | $60.37 | +40.1% |
| 1986 | FMAY | FIRST TR EXCHNG TRADED FD VI | — | 1,357.0 | $73K | 0.00% | NEW | — | $53.45 | +4.6% |
| 1987 | TYO | DIREXION SHS ETF TR | — | 5,461.0 | $72K | 0.00% | NEW | — | $13.27 | +7.9% |
| 1988 | EMMF | WISDOMTREE TR | — | 2,294.0 | $72K | 0.00% | NEW | — | $31.54 | +19.5% |
| 1989 | QLV | FLEXSHARES TR | — | 1,004.0 | $72K | 0.00% | NEW | — | $72.05 | +6.0% |
| 1990 | ALTL | PACER FDS TR | — | 1,685.0 | $72K | 0.00% | NEW | — | $42.92 | +8.9% |
| 1991 | ONEV | SPDR SERIES TRUST | — | 542.0 | $72K | 0.00% | NEW | — | $133.19 | +5.4% |
| 1992 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 3,661.0 | $72K | 0.00% | NEW | — | $19.71 | -27.9% |
| 1993 | EWL | ISHARES INC | — | 1,202.0 | $72K | 0.00% | NEW | — | $59.96 | +4.5% |
| 1994 | MGEE | MGE ENERGY INC | Utilities | 914.0 | $72K | 0.00% | NEW | — | $78.42 | -3.0% |
| 1995 | LIT | GLOBAL X FDS | — | 1,103.0 | $72K | 0.00% | NEW | — | $64.86 | +31.5% |
| 1996 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 374.0 | $71K | 0.00% | NEW | — | $191.10 | -17.6% |
| 1997 | IREN | IREN LIMITED | Financial Services | 1,891.0 | $71K | 0.00% | NEW | — | $37.77 | +50.5% |
| 1998 | SOXL | DIREXION SHS ETF TR | — | 1,696.0 | $71K | 0.00% | NEW | — | $42.03 | +353.4% |
| 1999 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 848.0 | $71K | 0.00% | NEW | — | $83.85 | +14.8% |
| 2000 | PPT | PUTNAM PREMIER INCOME TR | Financial Services | 19,980.0 | $71K | 0.00% | NEW | — | $3.54 | -3.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
27.4%
Financial Services
20.8%
Communication Services
9.4%
Consumer Cyclical
9.0%
Healthcare
8.4%
Industrials
7.8%
Basic Materials
5.5%
Consumer Defensive
4.9%
Energy
3.2%
Utilities
2.5%