Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2781 | ELD | WISDOMTREE TR | — | 939.0 | $27K | — | +8.0 | +0.9% | $28.70 | +0.8% |
| 2782 | SRRK | SCHOLAR ROCK HLDG CORP | Healthcare | 489.0 | $27K | — | -137.0 | -21.9% | $55.00 | +7.7% |
| 2783 | HNGE | HINGE HEALTH INC | Healthcare | 324.0 | $27K | — | +189.0 | +140.0% | $83.00 | +11.9% |
| 2784 | CHI | CALAMOS CONV OPPORTUNITIES & | Financial Services | 2,000.0 | $27K | — | — | — | $13.44 | -3.2% |
| 2785 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 102.0 | $27K | — | -80.0 | -44.0% | $263.26 | +37.2% |
| 2786 | BAND | BANDWIDTH INC | Technology | 424.0 | $27K | — | -104.0 | -19.7% | $63.30 | -18.1% |
| 2787 | PFGC | PERFORMANCE FOOD GROUP CO | Consumer Defensive | 240.0 | $27K | — | +5.0 | +2.1% | $111.79 | -8.7% |
| 2788 | IGRO | ISHARES TR | — | 305.0 | $27K | — | -601.0 | -66.3% | $87.93 | +5.4% |
| 2789 | SEB | SEABOARD CORP DEL | Industrials | 6.0 | $27K | — | NEW | — | $4464.33 | -11.5% |
| 2790 | IEX | IDEX CORP | Industrials | 118.0 | $27K | — | -8.0 | -6.3% | $226.95 | +3.1% |
| 2791 | WD | WALKER & DUNLOP INC | Financial Services | 489.0 | $27K | — | +338.0 | +223.8% | $54.70 | -26.4% |
| 2792 | MOO | VANECK ETF TRUST | — | 337.0 | $27K | — | -273.0 | -44.8% | $79.20 | +6.4% |
| 2793 | — | INNOVATOR ETFS TRUST | — | 1,026.0 | $27K | — | — | — | $25.97 | — |
| 2794 | WRLD | WORLD ACCEP CORPORATION | Financial Services | 119.0 | $27K | — | +73.0 | +158.7% | $223.83 | -15.1% |
| 2795 | — | INNOVATOR ETFS TRUST | — | 900.0 | $27K | — | -30.0 | -3.2% | $29.49 | — |
| 2796 | UNFI | UNITED NAT FOODS INC | Consumer Defensive | 581.0 | $27K | — | +71.0 | +13.9% | $45.67 | +3.5% |
| 2797 | — | J P MORGAN EXCHANGE TRADED F | — | 527.0 | $27K | — | NEW | — | $50.33 | — |
| 2798 | MYRG | MYR GROUP INC | Industrials | 53.0 | $27K | — | +26.0 | +96.3% | $500.40 | -38.2% |
| 2799 | DFSI | DIMENSIONAL ETF TRUST | — | 588.0 | $27K | — | — | — | $45.10 | +5.2% |
| 2800 | FTRE | FORTREA HLDGS INC | Healthcare | 1,524.0 | $27K | — | +81.0 | +5.6% | $17.40 | +8.4% |
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%