Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2561 | KD | KYNDRYL HLDGS INC | Technology | 2,248.0 | $29K | 0.00% | +336.0 | +17.6% | $13.12 | +0.6% |
| 2562 | COLM | COLUMBIA SPORTSWEAR CO | Consumer Cyclical | 538.0 | $29K | 0.00% | +119.0 | +28.4% | $54.81 | +5.8% |
| 2563 | JD | JD.COM INC | Consumer Cyclical | 996.0 | $29K | 0.00% | -422.0 | -29.8% | $29.57 | -2.8% |
| 2564 | FIGS | FIGS INC | Consumer Cyclical | 1,993.0 | $29K | 0.00% | +745.0 | +59.7% | $14.77 | +4.4% |
| 2565 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 1,412.0 | $29K | 0.00% | -2K | -61.6% | $20.76 | +38.9% |
| 2566 | XYLG | GLOBAL X FDS | — | 1,115.0 | $29K | 0.00% | +90.0 | +8.8% | $26.28 | +12.4% |
| 2567 | ARKG | ARK ETF TR | — | 1,109.0 | $29K | 0.00% | -804.0 | -42.0% | $26.42 | +80.3% |
| 2568 | ESNT | ESSENT GROUP LTD | Financial Services | 500.0 | $29K | 0.00% | -176.0 | -26.0% | $58.44 | +17.9% |
| 2569 | MBC | MASTERBRAND INC | Consumer Cyclical | 3,510.0 | $29K | 0.00% | — | — | $8.31 | +3.9% |
| 2570 | — | AIM ETF PRODUCTS TRUST | — | 1,096.0 | $29K | 0.00% | +55.0 | +5.3% | $26.58 | — |
| 2571 | TCBI | TEXAS CAP BANCSHARES INC | Financial Services | 307.0 | $29K | 0.00% | -35.0 | -10.2% | $94.88 | +4.0% |
| 2572 | — | TIDAL TRUST II | — | 1,361.0 | $29K | 0.00% | NEW | — | $21.29 | — |
| 2573 | CLH | CLEAN HARBORS INC | Industrials | 101.0 | $29K | 0.00% | +17.0 | +20.2% | $286.73 | +8.4% |
| 2574 | IYRI | NEOS ETF TRUST | — | 606.0 | $29K | 0.00% | NEW | — | $47.29 | +3.5% |
| 2575 | — | INNOVATOR ETFS TRUST | — | 1,070.0 | $29K | 0.00% | — | — | $26.72 | — |
| 2576 | CYH | COMMUNITY HEALTH SYS INC NEW | Healthcare | 9,681.0 | $28K | 0.00% | +9K | +1832.3% | $2.94 | -0.3% |
| 2577 | DUSB | DIMENSIONAL ETF TRUST | — | 560.0 | $28K | 0.00% | +38.0 | +7.3% | $50.71 | +0.1% |
| 2578 | TDV | PROSHARES TR | — | 335.0 | $28K | 0.00% | — | — | $84.71 | +20.3% |
| 2579 | DFIP | DIMENSIONAL ETF TRUST | — | 679.0 | $28K | 0.00% | +53.0 | +8.5% | $41.72 | -3.6% |
| 2580 | KIM | KIMCO REALTY CORP | Real Estate | 1,260.0 | $28K | 0.00% | -36.0 | -2.8% | $22.47 | +5.8% |
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
28.3%
Financial Services
18.8%
Industrials
9.3%
Consumer Cyclical
8.7%
Healthcare
8.6%
Communication Services
6.8%
Basic Materials
5.5%
Consumer Defensive
5.3%
Energy
4.5%
Utilities
2.9%