Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 4681 | GLOB | GLOBANT S A | Technology | 1.0 | $65.0 | — | NEW | — | $65.00 | -47.6% |
| 4682 | — | BETTER HOME & FINANCE HOLDIN | — | 2.0 | $65.0 | — | NEW | — | $32.50 | — |
| 4683 | SGHT | SIGHT SCIENCES INC | Healthcare | 8.0 | $63.0 | — | NEW | — | $7.88 | -34.0% |
| 4684 | TFIN | TRIUMPH FINANCIAL INC | Financial Services | 1.0 | $63.0 | — | NEW | — | $63.00 | +1.0% |
| 4685 | GTN | GRAY MEDIA INC | Communication Services | 13.0 | $63.0 | — | NEW | — | $4.85 | -14.0% |
| 4686 | FISI | FINANCIAL INSTNS INC | Financial Services | 2.0 | $62.0 | — | NEW | — | $31.00 | +10.5% |
| 4687 | — | TRAEGER INC | — | 57.0 | $62.0 | — | NEW | — | $1.09 | — |
| 4688 | EVCM | EVERCOMMERCE INC | Technology | 5.0 | $61.0 | — | NEW | — | $12.20 | -21.9% |
| 4689 | MNSB | MAINSTREET BANCSHARES INC | Financial Services | 3.0 | $61.0 | — | NEW | — | $20.33 | +8.5% |
| 4690 | HAIN | HAIN CELESTIAL GROUP INC | Consumer Defensive | 56.0 | $60.0 | — | NEW | — | $1.07 | -27.4% |
| 4691 | TCI | TRANSCONTINENTAL RLTY INVS | Real Estate | 1.0 | $59.0 | — | NEW | — | $59.00 | -39.5% |
| 4692 | TCMD | TACTILE SYS TECHNOLOGY INC | Healthcare | 2.0 | $58.0 | — | NEW | — | $29.00 | -20.6% |
| 4693 | BZAI | BLAIZE HLDGS INC | Technology | 30.0 | $58.0 | — | NEW | — | $1.93 | -32.2% |
| 4694 | TAIL | CAMBRIA ETF TR | — | 5.0 | $57.0 | — | NEW | — | $11.40 | -5.7% |
| 4695 | ERO | ERO COPPER CORP | Basic Materials | 2.0 | $57.0 | — | NEW | — | $28.50 | +5.0% |
| 4696 | TUSK | MAMMOTH ENERGY SVCS INC | Industrials | 31.0 | $57.0 | — | NEW | — | $1.84 | +77.8% |
| 4697 | PDFS | PDF SOLUTIONS INC | Technology | 2.0 | $57.0 | — | NEW | — | $28.50 | +61.6% |
| 4698 | HLX | HELIX ENERGY SOLUTIONS GRP I | Energy | 9.0 | $56.0 | — | NEW | — | $6.22 | +63.0% |
| 4699 | PNTG | PENNANT GROUP INC | Healthcare | 2.0 | $56.0 | — | NEW | — | $28.00 | +31.8% |
| 4700 | TBPH | THERAVANCE BIOPHARMA INC | Healthcare | 3.0 | $56.0 | — | NEW | — | $18.67 | -11.6% |
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%