Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1721 | LH | LABCORP HOLDINGS INC | Healthcare | 451.0 | $113K | 0.00% | NEW | — | $250.88 | +1.9% |
| 1722 | OMF | ONEMAIN HLDGS INC | Financial Services | 1,673.0 | $113K | 0.00% | NEW | — | $67.55 | -20.4% |
| 1723 | VFQY | VANGUARD WELLINGTON FD | — | 736.0 | $113K | 0.00% | NEW | — | $153.41 | +5.2% |
| 1724 | J | JACOBS SOLUTIONS INC | Industrials | 849.0 | $112K | 0.00% | NEW | — | $132.46 | -13.9% |
| 1725 | MSBI | MIDLAND STATES BANCORP INC | Financial Services | 5,303.0 | $112K | 0.00% | NEW | — | $21.17 | +30.3% |
| 1726 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 2,678.0 | $112K | 0.00% | NEW | — | $41.89 | +2.2% |
| 1727 | OKTA | OKTA INC | Technology | 1,291.0 | $112K | 0.00% | NEW | — | $86.47 | +3.4% |
| 1728 | HAS | HASBRO INC | Consumer Cyclical | 1,356.0 | $111K | 0.00% | NEW | — | $82.00 | +9.9% |
| 1729 | EVIM | MORGAN STANLEY ETF TRUST | — | 2,089.0 | $111K | 0.00% | NEW | — | $53.07 | -0.9% |
| 1730 | LYFT | LYFT INC | Technology | 5,710.0 | $111K | 0.00% | NEW | — | $19.37 | -30.4% |
| 1731 | CXDO | CREXENDO INC | Communication Services | 17,090.0 | $111K | 0.00% | NEW | — | $6.47 | +48.4% |
| 1732 | IXJ | ISHARES TR | — | 1,135.0 | $111K | 0.00% | NEW | — | $97.40 | -3.4% |
| 1733 | LGCY | LEGACY ED INC | Consumer Defensive | 10,825.0 | $110K | 0.00% | NEW | — | $10.19 | +12.1% |
| 1734 | XHR | XENIA HOTELS & RESORTS INC | Real Estate | 7,782.0 | $110K | 0.00% | NEW | — | $14.14 | +19.5% |
| 1735 | RGA | REINSURANCE GRP OF AMERICA I | Financial Services | 540.0 | $110K | 0.00% | NEW | — | $203.46 | +5.2% |
| 1736 | IFF | INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 1,622.0 | $109K | 0.00% | NEW | — | $67.39 | +11.7% |
| 1737 | BIDU | BAIDU INC | Communication Services | 836.0 | $109K | 0.00% | NEW | — | $130.66 | +0.4% |
| 1738 | — | INNOVATOR ETFS TRUST | — | 4,260.0 | $109K | 0.00% | NEW | — | $25.54 | — |
| 1739 | GAP | GAP INC | Consumer Cyclical | 4,246.0 | $109K | 0.00% | NEW | — | $25.60 | -9.5% |
| 1740 | SPSK | TIDAL TRUST I | — | 5,953.0 | $109K | 0.00% | NEW | — | $18.25 | -1.6% |
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%