Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 3561 | BRZE | BRAZE INC | Technology | 111.0 | $4K | — | NEW | — | $34.29 | -42.9% |
| 3562 | — | AIM ETF PRODUCTS TRUST | — | 135.0 | $4K | — | NEW | — | $28.14 | — |
| 3563 | UMBF | UMB FINL CORP | Financial Services | 33.0 | $4K | — | NEW | — | $115.03 | +22.9% |
| 3564 | CTRN | CITI TRENDS INC | Consumer Cyclical | 91.0 | $4K | — | NEW | — | $41.56 | +56.3% |
| 3565 | SYNA | SYNAPTICS INC | Technology | 51.0 | $4K | — | NEW | — | $74.02 | +76.0% |
| 3566 | SMIZ | ZACKS TRUST | — | 102.0 | $4K | — | NEW | — | $36.99 | +18.5% |
| 3567 | WRBY | WARBY PARKER INC | Healthcare | 173.0 | $4K | — | NEW | — | $21.79 | +19.6% |
| 3568 | — | SIX FLAGS ENTERTAINMENT CORP | — | 245.0 | $4K | — | NEW | — | $15.34 | — |
| 3569 | DAKT | DAKTRONICS INC | Technology | 190.0 | $4K | — | NEW | — | $19.77 | +5.8% |
| 3570 | ANGX | ANGEL STUDIOS INC | Communication Services | 800.0 | $4K | — | NEW | — | $4.67 | -34.4% |
| 3571 | CAL | CALERES INC | Consumer Cyclical | 307.0 | $4K | — | NEW | — | $12.17 | +4.4% |
| 3572 | — | CADENCE BANK | — | 87.0 | $4K | — | NEW | — | $42.84 | — |
| 3573 | — | ARMOUR RESIDENTIAL REIT INC | — | 210.0 | $4K | — | NEW | — | $17.69 | — |
| 3574 | RING | ISHARES INC | — | 50.0 | $4K | — | NEW | — | $73.64 | -12.0% |
| 3575 | WSBF | WATERSTONE FINL INC MD | Financial Services | 222.0 | $4K | — | NEW | — | $16.55 | +18.7% |
| 3576 | — | PREMIER INC | — | 130.0 | $4K | — | NEW | — | $28.26 | — |
| 3577 | FBCV | FIDELITY COVINGTON TRUST | — | 103.0 | $4K | — | NEW | — | $35.67 | +9.4% |
| 3578 | CIFR | CIPHER MINING INC | Financial Services | 248.0 | $4K | — | NEW | — | $14.76 | +75.6% |
| 3579 | — | BRIDGER AEROSPACE GRP HLDGS | — | 2,000.0 | $4K | — | NEW | — | $1.83 | — |
| 3580 | TDF | TEMPLETON DRAGON FD INC | Financial Services | 324.0 | $4K | — | NEW | — | $11.26 | -5.0% |
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
27.4%
Financial Services
20.8%
Communication Services
9.4%
Consumer Cyclical
9.0%
Healthcare
8.4%
Industrials
7.8%
Basic Materials
5.5%
Consumer Defensive
4.9%
Energy
3.2%
Utilities
2.5%