Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1681 | UNM | UNUM GROUP | Financial Services | 1,741.0 | $156K | 0.00% | -2K | -48.1% | $89.40 | +0.1% |
| 1682 | CFO | VICTORY PORTFOLIOS II | — | 1,939.0 | $155K | 0.00% | — | — | $80.08 | +3.1% |
| 1683 | ROM | PROSHARES TR | — | 1,000.0 | $155K | 0.00% | — | — | $155.20 | -12.6% |
| 1684 | MUNI | PIMCO ETF TR | — | 2,949.0 | $155K | 0.00% | -932.0 | -24.0% | $52.60 | -1.6% |
| 1685 | TWLO | TWILIO INC | Communication Services | 751.0 | $155K | 0.00% | -2K | -73.6% | $206.33 | +7.9% |
| 1686 | IXJ | ISHARES TR | — | 1,575.0 | $155K | 0.00% | +9.0 | +0.6% | $98.38 | +8.6% |
| 1687 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 7,894.0 | $155K | 0.00% | -669.0 | -7.8% | $19.61 | -0.1% |
| 1688 | FN | FABRINET | Technology | 275.0 | $155K | 0.00% | -35.0 | -11.3% | $562.08 | -25.1% |
| 1689 | CXDO | CREXENDO INC | Communication Services | 20,689.0 | $155K | 0.00% | +895.0 | +4.5% | $7.47 | -16.1% |
| 1690 | XDEC | FIRST TR EXCHNG TRADED FD VI | — | 3,606.0 | $154K | 0.00% | — | — | $42.84 | +1.6% |
| 1691 | IREN | IREN LIMITED | Financial Services | 3,371.0 | $154K | 0.00% | +2K | +253.7% | $45.73 | -12.9% |
| 1692 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 938.0 | $154K | 0.00% | — | — | $164.27 | -1.5% |
| 1693 | VONV | VANGUARD SCOTTSDALE FDS | — | 1,449.0 | $154K | 0.00% | +854.0 | +143.5% | $106.31 | +6.6% |
| 1694 | FAPR | FIRST TR EXCHNG TRADED FD VI | — | 3,289.0 | $154K | 0.00% | +2K | +109.9% | $46.74 | +1.7% |
| 1695 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 1,718.0 | $154K | 0.00% | -268.0 | -13.5% | $89.48 | -21.5% |
| 1696 | IVOO | VANGUARD ADMIRAL FDS INC | — | 1,178.0 | $154K | 0.00% | -28.0 | -2.3% | $130.40 | -1.1% |
| 1697 | REVS | COLUMBIA ETF TR I | — | 4,884.0 | $154K | 0.00% | -316.0 | -6.1% | $31.44 | +8.5% |
| 1698 | DORM | DORMAN PRODS INC | Consumer Cyclical | 1,124.0 | $153K | 0.00% | -9.0 | -0.8% | $136.45 | -3.9% |
| 1699 | FIGR | FIGURE TECHNOLOGY SOLUTIO | Financial Services | 4,989.0 | $153K | 0.00% | -6K | -55.9% | $30.71 | +25.8% |
| 1700 | PCAR | PACCAR INC | Industrials | 1,274.0 | $153K | 0.00% | -82.0 | -6.0% | $120.12 | +8.2% |
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%