Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1041 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 50,934.0 | $502K | 0.01% | +5K | +11.6% | $9.86 | +5.0% |
| 1042 | MSCI | MSCI INC | Financial Services | 891.0 | $499K | 0.01% | +511.0 | +134.5% | $560.04 | +0.6% |
| 1043 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 11,461.0 | $499K | 0.01% | -932.0 | -7.5% | $43.50 | +0.5% |
| 1044 | DDWM | WISDOMTREE TR | — | 10,785.0 | $498K | 0.01% | +74.0 | +0.7% | $46.18 | +2.6% |
| 1045 | HCMT | DIREXION SHARES ETF TRUST | — | 11,871.0 | $498K | 0.01% | -131.0 | -1.1% | $41.94 | -2.4% |
| 1046 | BTAL | AGF INVTS TR | — | 44,633.0 | $498K | 0.01% | +9K | +25.5% | $11.15 | +7.6% |
| 1047 | JIG | J P MORGAN EXCHANGE TRADED F | — | 5,684.0 | $496K | 0.01% | +771.0 | +15.7% | $87.18 | -2.4% |
| 1048 | CCI | CROWN CASTLE INC | Real Estate | 6,521.0 | $494K | 0.01% | +129.0 | +2.0% | $75.73 | -0.3% |
| 1049 | BAUG | INNOVATOR ETFS TRUST | — | 9,200.0 | $493K | 0.01% | +2K | +29.7% | $53.61 | +2.9% |
| 1050 | JPEF | J P MORGAN EXCHANGE TRADED F | — | 6,106.0 | $490K | 0.01% | -43K | -87.7% | $80.33 | +1.3% |
| 1051 | QQQI | NEOS ETF TRUST | — | 8,628.0 | $490K | 0.01% | -228.0 | -2.6% | $56.79 | -4.5% |
| 1052 | CGSM | CAPITAL GRP FIXED INCM ETF T | — | 18,550.0 | $489K | 0.01% | +2K | +11.4% | $26.39 | -0.2% |
| 1053 | EVSM | MORGAN STANLEY ETF TRUST | — | 9,710.0 | $489K | 0.01% | +9K | +1287.1% | $50.31 | -0.3% |
| 1054 | MDYV | SPDR SERIES TRUST | — | 5,148.0 | $488K | 0.01% | -141.0 | -2.7% | $94.85 | +0.9% |
| 1055 | ACM | AECOM | Industrials | 6,993.0 | $488K | 0.01% | -3K | -26.7% | $69.80 | -7.2% |
| 1056 | BUG | GLOBAL X FDS | — | 12,753.0 | $487K | 0.01% | +366.0 | +3.0% | $38.19 | +6.4% |
| 1057 | — | CANADIAN PACIFIC KANSAS CITY | — | 5,619.0 | $487K | 0.01% | -2K | -22.3% | $86.65 | — |
| 1058 | FSLR | FIRST SOLAR INC | Energy | 2,058.0 | $486K | 0.01% | -98.0 | -4.5% | $235.96 | -9.2% |
| 1059 | VNLA | JANUS DETROIT STR TR | — | 9,912.0 | $484K | 0.01% | +2K | +30.5% | $48.87 | +0.2% |
| 1060 | — | VIKING HOLDINGS LTD | — | 4,626.0 | $484K | 0.01% | +3K | +138.1% | $104.67 | — |
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%