Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 | MUST | COLUMBIA ETF TR I | — | 4,460.0 | $91K | 0.00% | — | — | $20.51 | -1.5% |
| 1902 | FPF | FIRST TR INTER DURATN PFD & | Financial Services | 5,179.0 | $91K | 0.00% | — | — | $17.63 | +1.1% |
| 1903 | MFC | MANULIFE FINL CORP | Financial Services | 2,650.0 | $91K | 0.00% | -27.0 | -1.0% | $34.44 | +25.3% |
| 1904 | PLNT | PLANET FITNESS MASTER ISSUER | Consumer Cyclical | 1,227.0 | $91K | 0.00% | +25.0 | +2.1% | $74.38 | -28.5% |
| 1905 | ROBO | EXCHANGE TRADED CONCEPTS TRU | — | 1,330.0 | $91K | 0.00% | -85.0 | -6.0% | $68.43 | +19.9% |
| 1906 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 1,929.0 | $91K | 0.00% | — | — | $47.04 | +6.7% |
| 1907 | TD | TORONTO DOMINION BK ONT | Financial Services | 969.0 | $90K | 0.00% | +193.0 | +24.9% | $93.31 | +28.7% |
| 1908 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 2,391.0 | $90K | 0.00% | -2K | -44.5% | $37.76 | -17.3% |
| 1909 | AVDV | AMERICAN CENTY ETF TR | — | 904.0 | $90K | 0.00% | +764.0 | +545.7% | $99.86 | +13.1% |
| 1910 | OND | PROSHARES TR | — | 2,700.0 | $90K | 0.00% | +275.0 | +11.3% | $33.38 | +4.9% |
| 1911 | PTCT | PTC THERAPEUTICS INC | Healthcare | 1,322.0 | $90K | 0.00% | +65.0 | +5.2% | $68.13 | +4.7% |
| 1912 | SPSB | SPDR SERIES TRUST | — | 2,993.0 | $90K | 0.00% | -151.0 | -4.8% | $30.07 | -0.3% |
| 1913 | FLXS | FLEXSTEEL INDS INC | Consumer Cyclical | 2,001.0 | $90K | 0.00% | +1K | +176.4% | $44.94 | +81.3% |
| 1914 | SPYD | SPDR SERIES TRUST | — | 1,974.0 | $90K | 0.00% | — | — | $45.52 | +10.2% |
| 1915 | PLMR | PALOMAR HLDGS INC | Financial Services | 751.0 | $90K | 0.00% | +87.0 | +13.1% | $119.50 | +8.4% |
| 1916 | — | CLEARWAY ENERGY INC | — | 2,280.0 | $89K | 0.00% | +605.0 | +36.1% | $39.17 | — |
| 1917 | — | INNOVATOR ETFS TRUST | — | 3,177.0 | $89K | 0.00% | -13K | -80.1% | $28.09 | — |
| 1918 | VFC | V F CORP | Consumer Cyclical | 5,251.0 | $89K | 0.00% | +1K | +23.5% | $16.99 | -18.9% |
| 1919 | DEO | DIAGEO PLC | Consumer Defensive | 1,198.0 | $89K | 0.00% | -868.0 | -42.0% | $74.45 | +24.4% |
| 1920 | MNDY | MONDAY COM LTD | Technology | 1,281.0 | $89K | 0.00% | +41.0 | +3.3% | $69.11 | +40.2% |
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
28.3%
Financial Services
18.8%
Industrials
9.3%
Consumer Cyclical
8.7%
Healthcare
8.6%
Communication Services
6.8%
Basic Materials
5.5%
Consumer Defensive
5.3%
Energy
4.5%
Utilities
2.9%