Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1521 | DLS | WISDOMTREE TR | — | 1,900.0 | $154K | 0.00% | NEW | — | $81.01 | +7.9% |
| 1522 | — | MADISON SQUARE GARDEN ENTMT | — | 2,854.0 | $154K | 0.00% | NEW | — | $53.89 | — |
| 1523 | IDA | IDACORP INC | Utilities | 1,215.0 | $154K | 0.00% | NEW | — | $126.56 | +11.9% |
| 1524 | WH | WYNDHAM HOTELS & RESORTS INC | Consumer Cyclical | 2,033.0 | $154K | 0.00% | NEW | — | $75.56 | +7.1% |
| 1525 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 1,516.0 | $153K | 0.00% | NEW | — | $100.80 | +17.7% |
| 1526 | FCPI | FIDELITY COVINGTON TRUST | — | 3,082.0 | $152K | 0.00% | NEW | — | $49.48 | +8.5% |
| 1527 | VICI | VICI PPTYS INC | Real Estate | 5,416.0 | $152K | 0.00% | NEW | — | $28.12 | +1.0% |
| 1528 | FHN | FIRST HORIZON CORPORATION | Financial Services | 6,368.0 | $152K | 0.00% | NEW | — | $23.90 | +0.8% |
| 1529 | QMAR | FIRST TR EXCHNG TRADED FD VI | — | 4,600.0 | $152K | 0.00% | NEW | — | $33.00 | +12.2% |
| 1530 | TMSL | T ROWE PRICE ETF INC | — | 4,228.0 | $152K | 0.00% | NEW | — | $35.90 | +14.5% |
| 1531 | GL | GLOBE LIFE INC | Financial Services | 1,084.0 | $152K | 0.00% | NEW | — | $139.86 | +12.0% |
| 1532 | FLQS | FRANKLIN TEMPLETON ETF TR | — | 3,496.0 | $151K | 0.00% | NEW | — | $43.19 | +4.6% |
| 1533 | CLIP | GLOBAL X FDS | — | 1,508.0 | $151K | 0.00% | NEW | — | $100.11 | +0.1% |
| 1534 | EDV | VANGUARD WORLD FD | — | 2,321.0 | $151K | 0.00% | NEW | — | $65.01 | -4.5% |
| 1535 | — | INNOVATOR ETFS TRUST | — | 5,658.0 | $150K | 0.00% | NEW | — | $26.53 | — |
| 1536 | RACE | FERRARI N V | Consumer Cyclical | 405.0 | $150K | 0.00% | NEW | — | $369.56 | -7.5% |
| 1537 | DOL | WISDOMTREE TR | — | 2,272.0 | $150K | 0.00% | NEW | — | $65.85 | +12.5% |
| 1538 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 5,337.0 | $149K | 0.00% | NEW | — | $28.01 | +2.7% |
| 1539 | APPF | APPFOLIO INC | Technology | 642.0 | $149K | 0.00% | NEW | — | $232.65 | -30.2% |
| 1540 | FTDR | FRONTDOOR INC | Consumer Cyclical | 2,574.0 | $148K | 0.00% | NEW | — | $57.69 | +6.6% |
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%