Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1281 | DASH | DOORDASH INC | Communication Services | 1,041.0 | $236K | 0.01% | NEW | — | $226.48 | -29.7% |
| 1282 | VEEV | VEEVA SYS INC | Healthcare | 1,056.0 | $236K | 0.01% | NEW | — | $223.23 | -26.1% |
| 1283 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 5,127.0 | $235K | 0.01% | NEW | — | $45.89 | +10.6% |
| 1284 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 2,930.0 | $235K | 0.01% | NEW | — | $80.28 | +15.1% |
| 1285 | SYSB | ISHARES TR | — | 2,618.0 | $235K | 0.01% | NEW | — | $89.76 | -2.0% |
| 1286 | IYK | ISHARES TR | — | 3,509.0 | $235K | 0.01% | NEW | — | $66.92 | +8.3% |
| 1287 | YUMC | YUM CHINA HLDGS INC | Consumer Cyclical | 4,911.0 | $234K | 0.01% | NEW | — | $47.74 | -4.6% |
| 1288 | — | GALAXY DIGITAL INC. | — | 10,456.0 | $234K | 0.01% | NEW | — | $22.36 | — |
| 1289 | CDC | VICTORY PORTFOLIOS II | — | 3,548.0 | $234K | 0.01% | NEW | — | $65.89 | +10.9% |
| 1290 | TCHP | T ROWE PRICE ETF INC | — | 4,674.0 | $233K | 0.01% | NEW | — | $49.86 | +3.4% |
| 1291 | KAPR | INNOVATOR ETFS TRUST | — | 6,611.0 | $232K | 0.01% | NEW | — | $35.13 | +10.2% |
| 1292 | MTG | MGIC INVT CORP WIS | Financial Services | 7,945.0 | $232K | 0.01% | NEW | — | $29.22 | -10.4% |
| 1293 | EAGG | ISHARES TR | — | 4,835.0 | $231K | 0.01% | NEW | — | $47.85 | -1.6% |
| 1294 | RJF | RAYMOND JAMES FINL INC | Financial Services | 1,440.0 | $231K | 0.01% | NEW | — | $160.59 | -5.3% |
| 1295 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1,150.0 | $231K | 0.01% | NEW | — | $201.01 | -32.5% |
| 1296 | ES | EVERSOURCE ENERGY | Utilities | 3,428.0 | $231K | 0.01% | NEW | — | $67.33 | +3.4% |
| 1297 | EVTC | EVERTEC INC | Technology | 7,910.0 | $230K | 0.01% | NEW | — | $29.09 | -15.3% |
| 1298 | FXG | FIRST TR EXCHANGE TRADED FD | — | 3,785.0 | $230K | 0.01% | NEW | — | $60.68 | -0.4% |
| 1299 | STE | STERIS PLC | Healthcare | 905.0 | $229K | 0.01% | NEW | — | $253.52 | -14.8% |
| 1300 | HQH | ABRDN HEALTHCARE INVESTORS | Financial Services | 12,099.0 | $229K | 0.01% | NEW | — | $18.94 | +3.4% |
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%