Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 3881 | BVS | BIOVENTUS INC | Healthcare | 242.0 | $2K | — | NEW | — | $7.44 | +17.1% |
| 3882 | QNST | QUINSTREET INC | Communication Services | 125.0 | $2K | — | NEW | — | $14.37 | -9.1% |
| 3883 | LOB | LIVE OAK BANCSHARES INC | Financial Services | 52.0 | $2K | — | NEW | — | $34.35 | +11.4% |
| 3884 | TOI | THE ONCOLOGY INSTITUTE INC | Healthcare | 500.0 | $2K | — | NEW | — | $3.56 | +47.8% |
| 3885 | SGRY | SURGERY PARTNERS INC | Healthcare | 115.0 | $2K | — | NEW | — | $15.45 | -5.8% |
| 3886 | ORRF | ORRSTOWN FINL SVCS INC | Financial Services | 50.0 | $2K | — | NEW | — | $35.42 | +10.2% |
| 3887 | EGHT | 8X8 INC NEW | Technology | 898.0 | $2K | — | NEW | — | $1.97 | -6.6% |
| 3888 | — | PRAXIS PRECISION MEDICINES I | — | 6.0 | $2K | — | NEW | — | $294.67 | — |
| 3889 | SITM | SITIME CORP | Technology | 5.0 | $2K | — | NEW | — | $353.20 | +106.4% |
| 3890 | UA | UNDER ARMOUR INC | Consumer Cyclical | 368.0 | $2K | — | NEW | — | $4.80 | +22.3% |
| 3891 | INDB | INDEPENDENT BK CORP MASS | Financial Services | 24.0 | $2K | — | NEW | — | $73.08 | +10.9% |
| 3892 | THRM | GENTHERM INC | Consumer Cyclical | 48.0 | $2K | — | NEW | — | $36.38 | -1.2% |
| 3893 | ARKX | ARK ETF TR | — | 60.0 | $2K | — | NEW | — | $28.98 | +19.2% |
| 3894 | MARA | MARA HOLDINGS INC | Financial Services | 193.0 | $2K | — | NEW | — | $8.98 | +58.4% |
| 3895 | SGHC | SUPER GROUP SGHC LIMITED | Consumer Cyclical | 145.0 | $2K | — | NEW | — | $11.95 | +11.4% |
| 3896 | FCEL | FUELCELL ENERGY INC | Industrials | 237.0 | $2K | — | NEW | — | $7.31 | +229.0% |
| 3897 | HVT | HAVERTY FURNITURE COS INC | Consumer Cyclical | 74.0 | $2K | — | NEW | — | $23.36 | +4.2% |
| 3898 | COTY | COTY INC | Consumer Defensive | 560.0 | $2K | — | NEW | — | $3.08 | -36.7% |
| 3899 | NXDR | NEXTDOOR HOLDINGS INC | Communication Services | 821.0 | $2K | — | NEW | — | $2.10 | +4.8% |
| 3900 | BMRC | BANK MARIN BANCORP | Financial Services | 65.0 | $2K | — | NEW | — | $26.02 | -0.8% |
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%