Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 3961 | WOR | WORTHINGTON ENTERPRISES INC | Industrials | 39.0 | $2K | — | -15.0 | -27.8% | $52.13 | +9.1% |
| 3962 | EPC | EDGEWELL PERSONAL CARE CO | Consumer Defensive | 95.0 | $2K | — | — | — | $21.34 | +33.9% |
| 3963 | BFC | BANK FIRST CORP | Financial Services | 15.0 | $2K | — | -1.0 | -6.2% | $135.07 | +13.1% |
| 3964 | WNC | WABASH NATL CORP | Industrials | 235.0 | $2K | — | -67.0 | -22.2% | $8.62 | +39.4% |
| 3965 | LPL | LG DISPLAY CO LTD | Technology | 522.0 | $2K | — | NEW | — | $3.88 | -15.4% |
| 3966 | TOWN | TOWNEBANK PORTSMOUTH VA | Financial Services | 60.0 | $2K | — | -10.0 | -14.3% | $33.67 | +12.1% |
| 3967 | EWCZ | EUROPEAN WAX CTR INC | Consumer Defensive | 349.0 | $2K | — | +36.0 | +11.5% | $5.78 | +0.7% |
| 3968 | ARDT | ARDENT HEALTH INC | Healthcare | 234.0 | $2K | — | +210.0 | +875.0% | $8.56 | +28.4% |
| 3969 | IHG | INTERCONTINENTAL HOTELS GROU | Consumer Cyclical | 15.0 | $2K | — | -15.0 | -50.0% | $133.47 | +19.8% |
| 3970 | GRNT | GRANITE RIDGE RESOURCES INC | Energy | 340.0 | $2K | — | -107.0 | -23.9% | $5.87 | -13.0% |
| 3971 | ACI | ALBERTSONS COS INC | Consumer Defensive | 117.0 | $2K | — | +42.0 | +56.0% | $17.04 | -27.4% |
| 3972 | GOVI | INVESCO EXCH TRADED FD TR II | — | 73.0 | $2K | — | NEW | — | $27.27 | -3.2% |
| 3973 | IGLB | ISHARES TR | — | 40.0 | $2K | — | -464.0 | -92.1% | $49.62 | -3.7% |
| 3974 | — | AGILON HEALTH INC | — | 6,160.0 | $2K | — | -2K | -20.6% | $0.32 | — |
| 3975 | — | LITHIUM AMERS CORP NEW | — | 496.0 | $2K | — | -6K | -92.4% | $3.95 | — |
| 3976 | ASC | ARDMORE SHIPPING CORP | Industrials | 128.0 | $2K | — | -179.0 | -58.3% | $15.25 | +20.7% |
| 3977 | TTGT | TECHTARGET INC | Communication Services | 502.0 | $2K | — | +486.0 | +3037.5% | $3.88 | -1.6% |
| 3978 | EAD | ALLSPRING INCOME OPPORTUNIT | Financial Services | 300.0 | $2K | — | — | — | $6.48 | -2.2% |
| 3979 | STLA | STELLANTIS N.V | Consumer Cyclical | 273.0 | $2K | — | — | — | $7.09 | -23.7% |
| 3980 | — | PRAXIS PRECISION MEDICINES I | — | 6.0 | $2K | — | — | — | $322.17 | — |
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%