Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 | TSN | TYSON FOODS INC | Consumer Defensive | 1,679.0 | $98K | 0.00% | NEW | — | $58.62 | +13.5% |
| 1802 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 1,535.0 | $98K | 0.00% | NEW | — | $64.04 | +30.2% |
| 1803 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 1,415.0 | $98K | 0.00% | NEW | — | $69.31 | +23.0% |
| 1804 | PULT | PUTNAM ETF TRUST | — | 1,935.0 | $98K | 0.00% | NEW | — | $50.62 | -0.5% |
| 1805 | WILC | G WILLI FOOD INTL LTD | Consumer Defensive | 3,400.0 | $98K | 0.00% | NEW | — | $28.78 | +26.8% |
| 1806 | RDNT | RADNET INC | Healthcare | 1,368.0 | $98K | 0.00% | NEW | — | $71.35 | -24.0% |
| 1807 | DBEF | DBX ETF TR | — | 2,026.0 | $97K | 0.00% | NEW | — | $48.11 | +9.7% |
| 1808 | MINO | PIMCO ETF TR | — | 2,146.0 | $97K | 0.00% | NEW | — | $45.32 | -0.7% |
| 1809 | MFC | MANULIFE FINL CORP | Financial Services | 2,677.0 | $97K | 0.00% | NEW | — | $36.28 | +7.6% |
| 1810 | BSMR | INVESCO EXCH TRD SLF IDX FD | — | 4,099.0 | $97K | 0.00% | NEW | — | $23.67 | -0.5% |
| 1811 | RIGL | RIGEL PHARMACEUTICALS INC | Healthcare | 2,264.0 | $97K | 0.00% | NEW | — | $42.83 | -32.7% |
| 1812 | SDCI | USCF ETF TR | — | 4,400.0 | $97K | 0.00% | NEW | — | $22.03 | +29.5% |
| 1813 | BAPR | INNOVATOR ETFS TRUST | — | 2,019.0 | $97K | 0.00% | NEW | — | $47.98 | +10.0% |
| 1814 | FIVE | FIVE BELOW INC | Consumer Cyclical | 514.0 | $97K | 0.00% | NEW | — | $188.36 | +16.7% |
| 1815 | GREK | GLOBAL X FDS | — | 1,467.0 | $97K | 0.00% | NEW | — | $65.91 | +8.4% |
| 1816 | INTF | ISHARES TR | — | 2,561.0 | $97K | 0.00% | NEW | — | $37.75 | +9.9% |
| 1817 | FPF | FIRST TR INTER DURATN PFD & | Financial Services | 5,179.0 | $97K | 0.00% | NEW | — | $18.64 | -3.9% |
| 1818 | HSBC | HSBC HLDGS PLC | Financial Services | 1,225.0 | $96K | 0.00% | NEW | — | $78.67 | +17.0% |
| 1819 | WTS | WATTS WATER TECHNOLOGIES INC | Industrials | 349.0 | $96K | 0.00% | NEW | — | $276.02 | +8.4% |
| 1820 | SNAP | SNAP INC | Communication Services | 11,932.0 | $96K | 0.00% | NEW | — | $8.07 | -30.3% |
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%