Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1881 | PTBD | PACER FDS TR | — | 4,497.0 | $87K | 0.00% | NEW | — | $19.40 | -1.5% |
| 1882 | UPWK | UPWORK INC | Industrials | 4,397.0 | $87K | 0.00% | NEW | — | $19.82 | -55.6% |
| 1883 | FIG | FIGMA INC | Technology | 2,330.0 | $87K | 0.00% | NEW | — | $37.37 | -39.2% |
| 1884 | MAIN | MAIN STR CAP CORP | Financial Services | 1,439.0 | $87K | 0.00% | NEW | — | $60.39 | -17.8% |
| 1885 | TMP | TOMPKINS FINL CORP | Financial Services | 1,193.0 | $87K | 0.00% | NEW | — | $72.52 | +18.3% |
| 1886 | IMAY | INNOVATOR ETFS TRUST | — | 2,888.0 | $86K | 0.00% | NEW | — | $29.90 | +5.4% |
| 1887 | GH | GUARDANT HEALTH INC | Healthcare | 844.0 | $86K | 0.00% | NEW | — | $102.14 | +16.5% |
| 1888 | BSMY | INVESCO EXCH TRD SLF IDX FD | — | 3,500.0 | $86K | 0.00% | NEW | — | $24.58 | -1.7% |
| 1889 | IVZ | INVESCO LTD | Financial Services | 3,272.0 | $86K | 0.00% | NEW | — | $26.27 | +3.0% |
| 1890 | OVB | LISTED FDS TR | — | 4,187.0 | $86K | 0.00% | NEW | — | $20.52 | +0.1% |
| 1891 | TRFK | PACER FDS TR | — | 1,341.0 | $86K | 0.00% | NEW | — | $64.06 | +47.6% |
| 1892 | JHG | JANUS HENDERSON GROUP PLC | Financial Services | 1,803.0 | $86K | 0.00% | NEW | — | $47.57 | +8.9% |
| 1893 | BJUL | INNOVATOR ETFS TRUST | — | 1,684.0 | $85K | 0.00% | NEW | — | $50.76 | +5.7% |
| 1894 | UNIT | UNITI GROUP LLC | Real Estate | 12,193.0 | $85K | 0.00% | NEW | — | $7.01 | +57.5% |
| 1895 | FESM | FIDELITY COVINGTON TRUST | — | 2,262.0 | $85K | 0.00% | NEW | — | $37.78 | +18.6% |
| 1896 | UTG | REAVES UTIL INCOME FD | Financial Services | 2,333.0 | $85K | 0.00% | NEW | — | $36.58 | +16.3% |
| 1897 | LAMR | LAMAR ADVERTISING CO NEW | Real Estate | 674.0 | $85K | 0.00% | NEW | — | $126.58 | +21.0% |
| 1898 | FNB | F N B CORP | Financial Services | 4,987.0 | $85K | 0.00% | NEW | — | $17.10 | +2.5% |
| 1899 | IETC | ISHARES U S ETF TR | — | 839.0 | $85K | 0.00% | NEW | — | $101.59 | +6.7% |
| 1900 | NULG | NUSHARES ETF TR | — | 871.0 | $85K | 0.00% | NEW | — | $97.80 | +13.3% |
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%