Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2521 | CET | CENTRAL SECS CORP | Financial Services | 796.0 | $42K | 0.00% | NEW | — | $52.45 | +4.1% |
| 2522 | — | MILLROSE PPTYS INC | — | 1,387.0 | $42K | 0.00% | +830.0 | +149.0% | $30.05 | — |
| 2523 | EVT | EATON VANCE TAX ADVT DIV INC | Financial Services | 1,500.0 | $42K | 0.00% | — | — | $27.68 | +4.9% |
| 2524 | AMN | AMN HEALTHCARE SVCS INC | Healthcare | 1,282.0 | $41K | 0.00% | +1K | +849.6% | $32.37 | +6.7% |
| 2525 | SWMR | SWARMER INC | Technology | 936.0 | $41K | 0.00% | NEW | — | $44.31 | -17.8% |
| 2526 | CMRE | COSTAMARE INC | Industrials | 2,947.0 | $41K | 0.00% | +3K | +1221.5% | $14.02 | +9.3% |
| 2527 | ESLV | STRATEGY SHS | — | 1,443.0 | $41K | 0.00% | — | — | $28.63 | +2.1% |
| 2528 | FPX | FIRST TR EXCHANGE-TRADED FD | — | 200.0 | $41K | 0.00% | — | — | $206.18 | -11.2% |
| 2529 | PENN | PENN ENTERTAINMENT INC | Consumer Cyclical | 1,930.0 | $41K | 0.00% | -182.0 | -8.6% | $21.36 | -18.1% |
| 2530 | — | ISHARES TR | — | 1,599.0 | $41K | 0.00% | — | — | $25.77 | — |
| 2531 | TYO | DIREXION SHARES ETF TRUST | — | 2,944.0 | $41K | 0.00% | -1K | -31.9% | $13.97 | +4.4% |
| 2532 | GKOS | GLAUKOS CORP | Healthcare | 293.0 | $41K | 0.00% | +246.0 | +523.4% | $139.76 | +30.0% |
| 2533 | ACHR | ARCHER AVIATION INC | Industrials | 8,650.0 | $41K | 0.00% | -3K | -27.4% | $4.73 | +25.7% |
| 2534 | ATEX | ANTERIX INC | Communication Services | 397.0 | $41K | 0.00% | -681.0 | -63.2% | $102.94 | -7.9% |
| 2535 | SLYG | SPDR SERIES TRUST | — | 343.0 | $41K | 0.00% | +26.0 | +8.2% | $119.13 | -3.0% |
| 2536 | BSVN | BANK7 CORP | Financial Services | 832.0 | $41K | 0.00% | -285.0 | -25.5% | $48.95 | +7.3% |
| 2537 | DSU | BLACKROCK DEBT STRATEGIES FD | Financial Services | 4,195.0 | $41K | 0.00% | -998.0 | -19.2% | $9.70 | -2.9% |
| 2538 | DGCB | DIMENSIONAL ETF TRUST | — | 742.0 | $41K | 0.00% | — | — | $54.67 | -2.5% |
| 2539 | KRC | KILROY REALTY CORP | Real Estate | 1,078.0 | $40K | 0.00% | +768.0 | +247.7% | $37.47 | -2.2% |
| 2540 | JPME | J P MORGAN EXCHANGE TRADED F | — | 325.0 | $40K | 0.00% | — | — | $124.22 | +2.8% |
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
33.0%
Financial Services
17.9%
Healthcare
9.4%
Industrials
9.3%
Consumer Cyclical
8.4%
Communication Services
6.3%
Consumer Defensive
4.7%
Basic Materials
3.9%
Energy
3.3%
Utilities
2.7%