Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1741 | FOUR | SHIFT4 PMTS INC | Technology | 2,935.0 | $143K | 0.00% | -5K | -61.0% | $48.64 | -1.3% |
| 1742 | EQWL | INVESCO EXCHANGE TRADED FD T | — | 1,106.0 | $143K | 0.00% | -157.0 | -12.4% | $129.02 | +4.8% |
| 1743 | — | INNOVATOR ETFS TRUST | — | 4,500.0 | $143K | 0.00% | — | — | $31.71 | — |
| 1744 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 1,817.0 | $142K | 0.00% | — | — | $78.42 | +0.8% |
| 1745 | EPR | EPR PPTYS | Real Estate | 2,454.0 | $142K | 0.00% | +147.0 | +6.4% | $58.01 | +4.4% |
| 1746 | ZWS | ZURN ELKAY WATER SOLNS CORP | Industrials | 2,805.0 | $142K | 0.00% | — | — | $50.53 | -3.3% |
| 1747 | PSI | INVESCO EXCHANGE TRADED FD T | — | 752.0 | $141K | 0.00% | +692.0 | +1153.3% | $187.82 | -28.6% |
| 1748 | — | SOUTHSTATE BK CORP | — | 1,408.0 | $141K | 0.00% | +516.0 | +57.9% | $99.90 | — |
| 1749 | SHBI | SHORE BANCSHARES INC | Financial Services | 6,116.0 | $140K | 0.00% | +2K | +51.1% | $22.95 | +1.2% |
| 1750 | VOD | VODAFONE GROUP PLC | Communication Services | 10,582.0 | $140K | 0.00% | +9K | +580.5% | $13.22 | +20.8% |
| 1751 | AVLV | AMERICAN CENTY ETF TR | — | 1,533.0 | $140K | 0.00% | — | — | $91.21 | +3.9% |
| 1752 | FEPI | ETF OPPORTUNITIES TRUST | — | 3,237.0 | $140K | 0.00% | -2K | -35.6% | $43.12 | -4.3% |
| 1753 | RVMD | REVOLUTION MEDICINES INC | Healthcare | 745.0 | $140K | 0.00% | +635.0 | +577.3% | $187.28 | +13.0% |
| 1754 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 1,380.0 | $139K | 0.00% | +36.0 | +2.7% | $101.08 | +19.6% |
| 1755 | SRLN | SSGA ACTIVE ETF TR | — | 3,461.0 | $139K | 0.00% | +199.0 | +6.1% | $40.29 | +0.9% |
| 1756 | FDMO | FIDELITY COVINGTON TRUST | — | 1,414.0 | $139K | 0.00% | -449.0 | -24.1% | $98.57 | -4.9% |
| 1757 | CR | CRANE COMPANY | Industrials | 624.0 | $139K | 0.00% | +500.0 | +403.2% | $223.07 | -7.5% |
| 1758 | PALC | PACER FDS TR | — | 2,329.0 | $139K | 0.00% | -72.0 | -3.0% | $59.75 | -2.5% |
| 1759 | CIM | CHIMERA INVT CORP | Real Estate | 10,412.0 | $139K | 0.00% | +4K | +52.5% | $13.34 | -12.9% |
| 1760 | FNB | F N B CORP | Financial Services | 7,248.0 | $138K | 0.00% | +2K | +45.3% | $19.08 | -3.1% |
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%