Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 | — | FIRST TR EXCHNG TRADED FD VI | — | 5,858.0 | $229K | 0.01% | NEW | — | $39.09 | — |
| 1302 | — | FIRST TR EXCHNG TRADED FD VI | — | 7,312.0 | $229K | 0.01% | NEW | — | $31.28 | — |
| 1303 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 3,505.0 | $228K | 0.01% | NEW | — | $65.09 | -24.0% |
| 1304 | ROKU | ROKU INC | Communication Services | 2,096.0 | $227K | 0.01% | NEW | — | $108.49 | +14.4% |
| 1305 | XNOV | FIRST TR EXCHNG TRADED FD VI | — | 6,004.0 | $227K | 0.01% | NEW | — | $37.87 | +3.7% |
| 1306 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 2,205.0 | $227K | 0.01% | NEW | — | $102.89 | -28.2% |
| 1307 | JIG | J P MORGAN EXCHANGE TRADED F | — | 3,089.0 | $227K | 0.01% | NEW | — | $73.34 | +12.4% |
| 1308 | EEFT | EURONET WORLDWIDE INC | Technology | 2,974.0 | $226K | 0.01% | NEW | — | $76.11 | -12.6% |
| 1309 | PPLT | ABRDN PLATINUM ETF TRUST | Financial Services | 1,211.0 | $226K | 0.01% | NEW | — | $186.43 | -90.4% |
| 1310 | DGRE | WISDOMTREE TR | — | 7,209.0 | $226K | 0.01% | NEW | — | $31.31 | +24.5% |
| 1311 | FEPI | ETF OPPORTUNITIES TRUST | — | 4,953.0 | $226K | 0.01% | NEW | — | $45.55 | -0.9% |
| 1312 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 9,384.0 | $225K | 0.01% | NEW | — | $24.01 | +4.5% |
| 1313 | VNLA | JANUS DETROIT STR TR | — | 4,581.0 | $225K | 0.01% | NEW | — | $49.14 | -0.3% |
| 1314 | REM | ISHARES TR | — | 10,130.0 | $225K | 0.01% | NEW | — | $22.18 | -1.6% |
| 1315 | TXT | TEXTRON INC | Industrials | 2,576.0 | $225K | 0.01% | NEW | — | $87.17 | +2.7% |
| 1316 | DIVI | FRANKLIN TEMPLETON ETF TR | — | 5,772.0 | $224K | 0.01% | NEW | — | $38.89 | +10.7% |
| 1317 | PRCT | PROCEPT BIOROBOTICS CORP | Healthcare | 7,135.0 | $224K | 0.01% | NEW | — | $31.46 | -10.6% |
| 1318 | VTWO | VANGUARD SCOTTSDALE FDS | — | 2,247.0 | $224K | 0.01% | NEW | — | $99.52 | +14.7% |
| 1319 | AGNC | AGNC INVT CORP | Real Estate | 20,807.0 | $223K | 0.01% | NEW | — | $10.72 | -4.3% |
| 1320 | — | ANNALY CAPITAL MANAGEMENT IN | — | 9,960.0 | $223K | 0.01% | NEW | — | $22.36 | — |
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%