Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1241 | FICS | FIRST TR EXCHANGE TRADED FD | — | 6,462.0 | $259K | 0.01% | NEW | — | $40.11 | +2.4% |
| 1242 | PBUS | INVESCO EXCH TRADED FD TR II | — | 3,784.0 | $259K | 0.01% | NEW | — | $68.45 | +8.6% |
| 1243 | IRM | IRON MTN INC DEL | Real Estate | 3,121.0 | $259K | 0.01% | NEW | — | $82.95 | +53.5% |
| 1244 | LPX | LOUISIANA PAC CORP | Basic Materials | 3,201.0 | $259K | 0.01% | NEW | — | $80.76 | -13.2% |
| 1245 | CMBS | ISHARES TR | — | 5,267.0 | $259K | 0.01% | NEW | — | $49.08 | -1.2% |
| 1246 | MUSA | MURPHY USA INC | Consumer Cyclical | 639.0 | $258K | 0.01% | NEW | — | $403.52 | +34.9% |
| 1247 | BUG | GLOBAL X FDS | — | 8,430.0 | $257K | 0.01% | NEW | — | $30.46 | +9.9% |
| 1248 | JKHY | HENRY JACK & ASSOC INC | Technology | 1,398.0 | $255K | 0.01% | NEW | — | $182.48 | -23.5% |
| 1249 | LNC | LINCOLN NATL CORP IND | Financial Services | 5,717.0 | $255K | 0.01% | NEW | — | $44.53 | -19.2% |
| 1250 | — | INNOVATOR ETFS TRUST | — | 9,448.0 | $254K | 0.01% | NEW | — | $26.84 | — |
| 1251 | ZAP | GLOBAL X FDS | — | 8,709.0 | $253K | 0.01% | NEW | — | $29.06 | +16.7% |
| 1252 | — | CHURCHILL CAP CORP X | — | 16,175.0 | $252K | 0.01% | NEW | — | $15.60 | — |
| 1253 | AOR | ISHARES TR | — | 3,876.0 | $252K | 0.01% | NEW | — | $65.01 | +5.6% |
| 1254 | XMHQ | INVESCO EXCHANGE TRADED FD T | — | 2,439.0 | $250K | 0.01% | NEW | — | $102.42 | +5.0% |
| 1255 | LPG | DORIAN LPG LTD | Energy | 10,260.0 | $250K | 0.01% | NEW | — | $24.34 | +88.3% |
| 1256 | USFD | US FOODS HLDG CORP | Consumer Defensive | 3,298.0 | $248K | 0.01% | NEW | — | $75.32 | +7.7% |
| 1257 | PRI | PRIMERICA INC | Financial Services | 961.0 | $248K | 0.01% | NEW | — | $258.36 | +8.8% |
| 1258 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 178.0 | $248K | 0.01% | NEW | — | $1394.19 | -21.8% |
| 1259 | JBHT | HUNT J B TRANS SVCS INC | Industrials | 1,274.0 | $248K | 0.01% | NEW | — | $194.34 | +33.4% |
| 1260 | — | SANDISK CORP | — | 1,042.0 | $247K | 0.01% | NEW | — | $237.38 | — |
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%