Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 941 | PLAB | PHOTRONICS INC | Technology | 401.0 | $16K | — | -18.0 | -4.3% | $40.41 | +23.3% |
| 942 | — | INNOVATOR ETFS TRUST | — | 600.0 | $16K | — | -600.0 | -50.0% | $26.46 | — |
| 943 | GLBE | GLOBAL E ONLINE LTD | Consumer Cyclical | 511.0 | $16K | — | -333.0 | -39.5% | $30.85 | -2.3% |
| 944 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 1,049.0 | $16K | — | -11K | -91.1% | $14.95 | +8.8% |
| 945 | KSS | KOHLS CORP | Consumer Cyclical | 1,214.0 | $16K | — | -1K | -50.8% | $12.90 | -1.6% |
| 946 | NZF | NUVEEN MUN CR INCOME FD | Financial Services | 1,281.0 | $16K | — | -1K | -51.8% | $12.18 | +1.0% |
| 947 | — | MILLROSE PPTYS INC | — | 557.0 | $16K | — | -177.0 | -24.1% | $28.00 | — |
| 948 | SANA | SANA BIOTECHNOLOGY INC | Healthcare | 5,400.0 | $16K | — | -399.0 | -6.9% | $2.88 | +8.0% |
| 949 | UFO | PROCURE ETF TRUST II | — | 344.0 | $15K | — | -2K | -82.3% | $44.81 | +31.6% |
| 950 | NFE | NEW FORTRESS ENERGY INC | Utilities | 25,725.0 | $15K | — | -589.0 | -2.2% | $0.59 | +1.6% |
| 951 | DLO | DLOCAL LTD | Technology | 1,168.0 | $15K | — | -736.0 | -38.7% | $12.97 | -5.6% |
| 952 | LEU | CENTRUS ENERGY CORP | Energy | 87.0 | $15K | — | -67.0 | -43.5% | $173.59 | +2.1% |
| 953 | IRMD | IRADIMED CORP | Healthcare | 156.0 | $15K | — | -47.0 | -23.1% | $96.26 | -3.2% |
| 954 | SNAP | SNAP INC | Communication Services | 3,224.0 | $15K | — | -9K | -73.0% | $4.60 | +22.3% |
| 955 | — | SEALED AIR CORP NEW | — | 351.0 | $15K | — | -14.0 | -3.8% | $42.05 | — |
| 956 | QUBT | QUANTUM COMPUTING INC | Technology | 2,145.0 | $15K | — | -5K | -71.0% | $6.85 | +39.6% |
| 957 | WEN | WENDYS CO | Consumer Cyclical | 2,107.0 | $15K | — | -2K | -45.7% | $6.95 | +11.5% |
| 958 | OSCR | OSCAR HEALTH INC | Healthcare | 1,262.0 | $14K | — | -5K | -80.2% | $11.47 | +93.0% |
| 959 | — | ATLANTA BRAVES HLDGS INC | — | 336.0 | $14K | — | -2.0 | -0.6% | $42.70 | — |
| 960 | CNX | CNX RES CORP | Energy | 372.0 | $14K | — | -3.0 | -0.8% | $38.55 | -7.8% |
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
27.3%
Financial Services
18.5%
Communication Services
9.6%
Industrials
9.0%
Consumer Cyclical
8.4%
Healthcare
8.3%
Basic Materials
5.3%
Consumer Defensive
5.2%
Energy
4.5%
Utilities
2.8%