Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1361 | CHWY | CHEWY INC | Consumer Cyclical | 13,307.0 | $261K | 0.01% | +509.0 | +4.0% | $19.65 | +22.2% |
| 1362 | DTM | DT MIDSTREAM INC | Energy | 1,781.0 | $261K | 0.01% | +244.0 | +15.9% | $146.74 | -13.6% |
| 1363 | IMAY | INNOVATOR ETFS TRUST | — | 8,229.0 | $261K | 0.01% | +6K | +244.6% | $31.73 | +2.8% |
| 1364 | ACHC | ACADIA HEALTHCARE COMPANY IN | Healthcare | 8,831.0 | $261K | 0.01% | — | — | $29.53 | -5.8% |
| 1365 | OGE | OGE ENERGY CORP | Utilities | 5,340.0 | $260K | 0.01% | +5K | +909.5% | $48.66 | -6.2% |
| 1366 | NNN | NNN REIT INC | Real Estate | 5,583.0 | $260K | 0.01% | +3K | +97.0% | $46.53 | -1.5% |
| 1367 | BOTZ | GLOBAL X FDS | — | 6,840.0 | $260K | 0.01% | +555.0 | +8.8% | $37.94 | -5.0% |
| 1368 | EZBC | FRANKLIN TEMPLETON DIGITAL H | Financial Services | 7,621.0 | $258K | 0.01% | +57.0 | +0.8% | $33.91 | +31.3% |
| 1369 | DLN | WISDOMTREE TR | — | 2,681.0 | $258K | 0.01% | +544.0 | +25.5% | $96.32 | +4.6% |
| 1370 | BMNR | BITMINE IMMERSION TECHS INC | Financial Services | 19,354.0 | $258K | 0.01% | +10K | +103.1% | $13.31 | +71.5% |
| 1371 | APRW | AIM ETF PRODUCTS TRUST | — | 6,911.0 | $257K | 0.01% | — | — | $37.14 | +1.3% |
| 1372 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 3,117.0 | $256K | 0.01% | +3K | +731.2% | $82.20 | -3.1% |
| 1373 | EAPR | INNOVATOR ETFS TRUST | — | 7,784.0 | $256K | 0.01% | +6K | +486.6% | $32.91 | +1.9% |
| 1374 | IDYA | IDEAYA BIOSCIENCES INC | Healthcare | 6,869.0 | $256K | 0.01% | — | — | $37.27 | +6.4% |
| 1375 | AVUS | AMERICAN CENTY ETF TR | — | 1,998.0 | $256K | 0.01% | +386.0 | +23.9% | $128.08 | +2.0% |
| 1376 | PZZA | PAPA JOHNS INTL INC | Consumer Cyclical | 6,959.0 | $256K | 0.01% | +3K | +63.4% | $36.77 | -34.9% |
| 1377 | CNQ | CANADIAN NAT RES LTD MED TER | Energy | 6,462.0 | $255K | 0.01% | -127.0 | -1.9% | $39.50 | +30.1% |
| 1378 | HEI | HEICO CORP NEW | Industrials | 712.0 | $254K | 0.01% | +185.0 | +35.1% | $356.19 | -0.3% |
| 1379 | MDGL | MADRIGAL PHARMACEUTICALS INC | Healthcare | 472.0 | $253K | 0.01% | +16.0 | +3.5% | $536.95 | -3.8% |
| 1380 | IBTP | ISHARES TR | — | 9,965.0 | $253K | 0.01% | +5K | +99.8% | $25.38 | -1.7% |
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%