Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1561 | SAP | SAP SE | Technology | 1,239.0 | $191K | 0.00% | +14.0 | +1.1% | $154.11 | +41.9% |
| 1562 | — | FEDEX FGHT HLDG CO INC | — | 1,263.0 | $191K | 0.00% | NEW | — | $151.00 | — |
| 1563 | THC | TENET HEALTHCARE CORP | Healthcare | 1,019.0 | $191K | 0.00% | -1K | -52.1% | $187.08 | +50.1% |
| 1564 | KVUE | KENVUE INC | Consumer Defensive | 9,973.0 | $191K | 0.00% | -4K | -29.9% | $19.11 | -0.3% |
| 1565 | FHN | FIRST HORIZON CORPORATION | Financial Services | 7,391.0 | $190K | 0.00% | +951.0 | +14.8% | $25.64 | -3.9% |
| 1566 | OIH | VANECK ETF TRUST | — | 509.0 | $189K | 0.00% | — | — | $372.03 | +11.6% |
| 1567 | HST | HOST HOTELS & RESORTS INC | Real Estate | 7,982.0 | $189K | 0.00% | -128.0 | -1.6% | $23.71 | -2.1% |
| 1568 | EVSB | MORGAN STANLEY ETF TRUST | — | 3,723.0 | $189K | 0.00% | +39.0 | +1.1% | $50.80 | +0.2% |
| 1569 | AMH | AMERICAN HOMES 4 RENT | Real Estate | 5,608.0 | $188K | 0.00% | +4K | +233.6% | $33.52 | +2.5% |
| 1570 | YMAR | FIRST TR EXCHNG TRADED FD VI | — | 6,552.0 | $188K | 0.00% | -1K | -17.6% | $28.66 | +2.4% |
| 1571 | FDIS | FIDELITY COVINGTON TRUST | — | 1,823.0 | $187K | 0.00% | -142.0 | -7.2% | $102.84 | +0.3% |
| 1572 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 1,516.0 | $187K | 0.00% | -11.0 | -0.7% | $123.44 | -5.4% |
| 1573 | ACGL | ARCH CAP GROUP LTD | Financial Services | 1,925.0 | $187K | 0.00% | -94.0 | -4.7% | $97.06 | +2.4% |
| 1574 | BUFF | INNOVATOR ETFS TRUST | — | 3,545.0 | $187K | 0.00% | -1K | -25.1% | $52.68 | +1.7% |
| 1575 | TCBX | THIRD COAST BANCSHARES INC | Financial Services | 4,622.0 | $187K | 0.00% | +5K | +10000.0% | $40.40 | +12.6% |
| 1576 | VTC | VANGUARD SCOTTSDALE FDS | — | 2,431.0 | $187K | 0.00% | -948.0 | -28.1% | $76.80 | -2.2% |
| 1577 | OPLN | OPENLANE INC | Consumer Cyclical | 4,523.0 | $187K | 0.00% | +4K | +819.3% | $41.24 | -19.0% |
| 1578 | ALLY | ALLY FINL INC | Financial Services | 4,049.0 | $186K | 0.00% | +1K | +35.6% | $45.95 | -6.6% |
| 1579 | CSTM | CONSTELLIUM SE | Basic Materials | 5,837.0 | $186K | 0.00% | +3K | +80.6% | $31.87 | -15.2% |
| 1580 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 3,372.0 | $186K | 0.00% | — | — | $55.08 | +2.4% |
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%