Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | DDD | 3D SYS CORP DEL | Technology | 150.0 | $453.0 | — | NEW | — | $3.02 | +8.6% |
| 262 | YINN | DIREXION SHARES ETF TRUST | — | 20.0 | $429.0 | — | NEW | — | $21.45 | +37.1% |
| 263 | VRTL | GRANITESHARES ETF TR | — | 8.0 | $417.0 | — | NEW | — | $52.12 | -48.4% |
| 264 | LFMD | LIFEMD INC | Healthcare | 100.0 | $413.0 | — | NEW | — | $4.13 | -24.0% |
| 265 | FRVO | FERVO ENERGY CO | — | 14.0 | $409.0 | — | NEW | — | $29.21 | -49.4% |
| 266 | SPXS | DIREXION SHARES ETF TRUST | — | 15.0 | $397.0 | — | NEW | — | $26.47 | -7.6% |
| 267 | QTR | GLOBAL X FDS | — | 11.0 | $389.0 | — | NEW | — | $35.36 | -4.2% |
| 268 | FUBO | FUBOTV INC | Communication Services | 42.0 | $386.0 | — | NEW | — | $9.19 | +12.1% |
| 269 | SZNE | PACER FDS TR | — | 10.0 | $382.0 | — | NEW | — | $38.20 | +0.0% |
| 270 | CWEB | DIREXION SHARES ETF TRUST | — | 20.0 | $378.0 | — | NEW | — | $18.90 | +13.4% |
| 271 | THR | THERMON GROUP HLDGS INC | Industrials | 6.0 | $367.0 | — | NEW | — | $61.17 | -0.0% |
| 272 | HZO | MARINEMAX INC | Consumer Cyclical | 10.0 | $366.0 | — | NEW | — | $36.60 | +42.6% |
| 273 | FRD | FRIEDMAN INDS INC | Basic Materials | 11.0 | $354.0 | — | NEW | — | $32.18 | +35.9% |
| 274 | PFSA | PROFUSA INC | Healthcare | 3,000.0 | $350.0 | — | NEW | — | $0.12 | +2411.4% |
| 275 | BARK | BARK INC | Consumer Cyclical | 35.0 | $349.0 | — | NEW | — | $9.97 | +9.5% |
| 276 | MSOX | ADVISORSHARES TR | — | 100.0 | $335.0 | — | NEW | — | $3.35 | -9.0% |
| 277 | MFEM | PIMCO EQUITY SER | — | 11.0 | $311.0 | — | NEW | — | $28.27 | +1.7% |
| 278 | — | M-TRON INDS INC | — | 205.0 | $310.0 | — | NEW | — | $1.51 | — |
| 279 | SOHU | SOHU COM LTD | Technology | 25.0 | $303.0 | — | NEW | — | $12.12 | +16.4% |
| 280 | HYEM | VANECK ETF TRUST | — | 15.0 | $302.0 | — | NEW | — | $20.13 | -0.2% |
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%