Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1561 | L | LOEWS CORP | Financial Services | 1,367.0 | $144K | 0.00% | NEW | — | $105.31 | +1.9% |
| 1562 | IYR | ISHARES TR | — | 1,532.0 | $144K | 0.00% | NEW | — | $93.89 | +7.0% |
| 1563 | LRN | STRIDE INC | Consumer Defensive | 2,208.0 | $143K | 0.00% | NEW | — | $64.93 | +27.5% |
| 1564 | CFO | VICTORY PORTFOLIOS II | — | 1,939.0 | $143K | 0.00% | NEW | — | $73.84 | +6.8% |
| 1565 | TAN | INVESCO EXCH TRADED FD TR II | — | 2,903.0 | $143K | 0.00% | NEW | — | $49.12 | +23.3% |
| 1566 | WULF | TERAWULF INC | Financial Services | 12,378.0 | $142K | 0.00% | NEW | — | $11.49 | +142.5% |
| 1567 | ZWS | ZURN ELKAY WATER SOLNS CORP | Industrials | 3,058.0 | $142K | 0.00% | NEW | — | $46.49 | +4.0% |
| 1568 | UEC | URANIUM ENERGY CORP | Energy | 12,156.0 | $142K | 0.00% | NEW | — | $11.68 | +2.8% |
| 1569 | — | INTERPUBLIC GROUP COS INC | — | 5,762.0 | $142K | 0.00% | NEW | — | $24.57 | — |
| 1570 | MMS | MAXIMUS INC | Industrials | 1,639.0 | $141K | 0.00% | NEW | — | $86.32 | -35.4% |
| 1571 | FLRN | SPDR SERIES TRUST | — | 4,600.0 | $141K | 0.00% | NEW | — | $30.73 | +0.3% |
| 1572 | PAR | PAR TECHNOLOGY CORP | Technology | 3,895.0 | $141K | 0.00% | NEW | — | $36.28 | -57.9% |
| 1573 | FNGS | BANK MONTREAL MEDIUM | Financial Services | 2,074.0 | $141K | 0.00% | NEW | — | $68.05 | +11.6% |
| 1574 | TJUL | INNOVATOR ETFS TRUST | — | 4,762.0 | $141K | 0.00% | NEW | — | $29.59 | +2.0% |
| 1575 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 8,115.0 | $141K | 0.00% | NEW | — | $17.35 | -2.8% |
| 1576 | YDEC | FIRST TR EXCHNG TRADED FD VI | — | 5,373.0 | $141K | 0.00% | NEW | — | $26.19 | +5.4% |
| 1577 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 1,668.0 | $141K | 0.00% | NEW | — | $84.36 | -21.3% |
| 1578 | KWEB | KRANESHARES TRUST | — | 4,123.0 | $140K | 0.00% | NEW | — | $34.05 | -25.7% |
| 1579 | VLTO | VERALTO CORP | Industrials | 1,403.0 | $140K | 0.00% | NEW | — | $99.78 | -17.0% |
| 1580 | VTWG | VANGUARD SCOTTSDALE FDS | — | 592.0 | $140K | 0.00% | NEW | — | $235.99 | +20.5% |
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%