Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2981 | AIZ | ASSURANT INC | Financial Services | 75.0 | $20K | — | — | — | $268.53 | +6.4% |
| 2982 | XHLF | BONDBLOXX ETF TRUST | — | 400.0 | $20K | — | +100.0 | +33.3% | $50.30 | +0.0% |
| 2983 | MT | ARCELORMITTAL SA LUXEMBOURG | Basic Materials | 334.0 | $20K | — | — | — | $60.22 | +23.5% |
| 2984 | UUUU | ENERGY FUELS INC | Energy | 1,386.0 | $20K | — | — | — | $14.50 | +1.2% |
| 2985 | PTON | PELOTON INTERACTIVE INC | Consumer Cyclical | 3,399.0 | $20K | — | +443.0 | +15.0% | $5.91 | -7.8% |
| 2986 | LNN | LINDSAY CORP | Industrials | 162.0 | $20K | — | +146.0 | +912.5% | $123.80 | -8.0% |
| 2987 | FLJJ | AIM ETF PRODUCTS TRUST | — | 591.0 | $20K | — | — | — | $33.84 | +1.7% |
| 2988 | NWBI | NORTHWEST BANCSHARES INC | Financial Services | 1,316.0 | $20K | — | +1K | +520.8% | $15.16 | +1.2% |
| 2989 | — | INNOVATOR ETFS TRUST | — | 700.0 | $20K | — | — | — | $28.38 | — |
| 2990 | UPST | UPSTART HLDGS INC | Financial Services | 558.0 | $20K | — | +152.0 | +37.4% | $35.43 | -17.9% |
| 2991 | UNTY | UNITY BANCORP INC | Financial Services | 336.0 | $20K | — | +54.0 | +19.1% | $58.69 | +0.2% |
| 2992 | CLH | CLEAN HARBORS INC | Industrials | 66.0 | $20K | — | -35.0 | -34.6% | $298.76 | +4.0% |
| 2993 | PSP | INVESCO EXCHANGE TRADED FD T | — | 354.0 | $20K | — | — | — | $55.70 | +14.7% |
| 2994 | RXST | RXSIGHT INC | Healthcare | 4,088.0 | $20K | — | +259.0 | +6.8% | $4.82 | +46.3% |
| 2995 | GCO | GENESCO INC | Consumer Cyclical | 583.0 | $20K | — | +506.0 | +657.1% | $33.77 | -1.4% |
| 2996 | ATKR | ATKORE INC | Industrials | 258.0 | $20K | — | +31.0 | +13.7% | $76.04 | +23.1% |
| 2997 | UFO | PROCURE ETF TRUST II | — | 387.0 | $20K | — | +43.0 | +12.5% | $50.67 | -13.2% |
| 2998 | RC | READY CAPITAL CORP | Real Estate | 11,197.0 | $20K | — | +583.0 | +5.5% | $1.75 | +4.6% |
| 2999 | TSEM | TOWER SEMICONDUCTOR LTD | Technology | 75.0 | $20K | — | +5.0 | +7.1% | $260.64 | -20.2% |
| 3000 | KORU | DIREXION SHARES ETF TRUST | — | 25.0 | $20K | — | NEW | — | $781.36 | -97.3% |
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
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%