Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | HIFS | HINGHAM INSTN SVGS MASS | Financial Services | 17.0 | $5K | — | NEW | — | $307.18 | -3.7% |
| 162 | SEI | SOLARIS ENERGY INFRAS INC | Energy | 64.0 | $5K | — | NEW | — | $80.45 | -38.0% |
| 163 | LASE | LASER PHOTONICS CORP | Industrials | 3,000.0 | $5K | — | NEW | — | $1.65 | -11.5% |
| 164 | — | WISDOMTREE TR | — | 127.0 | $5K | — | NEW | — | $37.81 | — |
| 165 | COOK | TRAEGER INC | Consumer Cyclical | 59.0 | $5K | — | NEW | — | $78.83 | -29.1% |
| 166 | AIS | TIDAL TRUST III | — | 49.0 | $4K | — | NEW | — | $85.31 | -20.5% |
| 167 | PTIR | GRANITESHARES ETF TR | — | 440.0 | $4K | — | NEW | — | $9.38 | +128.4% |
| 168 | STK | COLUMBIA SELIGM PREM TECH GR | Financial Services | 76.0 | $4K | — | NEW | — | $53.87 | -2.5% |
| 169 | TITN | TITAN MACHY INC | Industrials | 188.0 | $4K | — | NEW | — | $21.12 | -15.4% |
| 170 | FRSX | FORESIGHT AUTONOMOUS HLDGS L | Consumer Cyclical | 2,000.0 | $4K | — | NEW | — | $1.89 | -40.7% |
| 171 | BTG | B2GOLD CORP | Basic Materials | 1,000.0 | $4K | — | NEW | — | $3.74 | +51.3% |
| 172 | MBSF | VALUED ADVISERS TR | — | 145.0 | $4K | — | NEW | — | $25.68 | -0.2% |
| 173 | — | VELO3D INC | — | 200.0 | $4K | — | NEW | — | $17.55 | — |
| 174 | LMRI | LUMEXA IMAGING HOLDINGS INC | Healthcare | 290.0 | $3K | — | NEW | — | $11.28 | +2.0% |
| 175 | AKTS | AKTIS ONCOLOGY INC | Healthcare | 101.0 | $3K | — | NEW | — | $32.23 | -20.0% |
| 176 | EVH | EVOLENT HEALTH INC | Healthcare | 563.0 | $3K | — | NEW | — | $5.42 | -15.1% |
| 177 | — | AIM ETF PRODUCTS TRUST | — | 115.0 | $3K | — | NEW | — | $26.15 | — |
| 178 | — | SIDUS SPACE INC | — | 1,000.0 | $3K | — | NEW | — | $2.81 | — |
| 179 | — | AIM ETF PRODUCTS TRUST | — | 105.0 | $3K | — | NEW | — | $25.98 | — |
| 180 | — | SOLUNA HOLDINGS INC | — | 2,000.0 | $3K | — | NEW | — | $1.35 | — |
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%