Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2981 | — | PUTNAM ETF TRUST | — | 1,171.0 | $12K | — | NEW | — | $9.93 | — |
| 2982 | EQX | EQUINOX GOLD CORP | Basic Materials | 827.0 | $12K | — | NEW | — | $14.04 | -11.5% |
| 2983 | RIG | TRANSOCEAN LTD | Energy | 2,811.0 | $12K | — | NEW | — | $4.13 | +50.2% |
| 2984 | ESLT | ELBIT SYS LTD | Industrials | 20.0 | $12K | — | NEW | — | $577.70 | +55.0% |
| 2985 | GVA | GRANITE CONSTR INC | Industrials | 100.0 | $12K | — | NEW | — | $115.35 | +20.7% |
| 2986 | CMT | CORE MOLDING TECHNOLOGIES IN | Basic Materials | 575.0 | $12K | — | NEW | — | $20.05 | +20.3% |
| 2987 | KRC | KILROY RLTY CORP | Real Estate | 307.0 | $11K | — | NEW | — | $37.37 | -6.7% |
| 2988 | CSV | CARRIAGE SVCS INC | Consumer Cyclical | 271.0 | $11K | — | NEW | — | $42.30 | +0.7% |
| 2989 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 235.0 | $11K | — | NEW | — | $48.70 | -0.9% |
| 2990 | — | LIBERTY MEDIA CORP DEL | — | 128.0 | $11K | — | NEW | — | $89.38 | — |
| 2991 | ARGT | GLOBAL X FDS | — | 125.0 | $11K | — | NEW | — | $91.41 | +5.4% |
| 2992 | AEXA | AMERICAN EXCEPTIONALISM ACQU | Financial Services | 1,000.0 | $11K | — | NEW | — | $11.39 | +0.1% |
| 2993 | MHO | M/I HOMES INC | Consumer Cyclical | 89.0 | $11K | — | NEW | — | $127.96 | +3.3% |
| 2994 | — | HAMILTON INSURANCE GROUP LTD | — | 408.0 | $11K | — | NEW | — | $27.90 | — |
| 2995 | VSAT | VIASAT INC | Technology | 330.0 | $11K | — | NEW | — | $34.46 | +160.3% |
| 2996 | — | THOMSON REUTERS CORP | — | 86.0 | $11K | — | NEW | — | $131.90 | — |
| 2997 | FRME | FIRST MERCHANTS CORP | Financial Services | 301.0 | $11K | — | NEW | — | $37.48 | +7.5% |
| 2998 | PLTK | PLAYTIKA HLDG CORP | Technology | 2,842.0 | $11K | — | NEW | — | $3.95 | -10.7% |
| 2999 | PBJ | INVESCO EXCHANGE TRADED FD T | — | 250.0 | $11K | — | NEW | — | $44.80 | +8.3% |
| 3000 | SD | SANDRIDGE ENERGY INC | Energy | 776.0 | $11K | — | NEW | — | $14.43 | -2.3% |
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%