Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2241 | — | FIRST TR EXCHNG TRADED FD VI | — | 2,021.0 | $50K | 0.00% | — | — | $24.83 | — |
| 2242 | CMPR | CIMPRESS PLC | Communication Services | 687.0 | $50K | 0.00% | +537.0 | +358.0% | $73.00 | +23.6% |
| 2243 | CENX | CENTURY ALUM CO | Basic Materials | 852.0 | $50K | 0.00% | +840.0 | +7000.0% | $58.69 | -24.2% |
| 2244 | AXTA | AXALTA COATING SYS LTD | Basic Materials | 1,804.0 | $50K | 0.00% | +351.0 | +24.2% | $27.70 | +25.1% |
| 2245 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 747.0 | $50K | 0.00% | — | — | $66.77 | +14.6% |
| 2246 | — | AIM ETF PRODUCTS TRUST | — | 1,770.0 | $50K | 0.00% | +135.0 | +8.3% | $28.16 | — |
| 2247 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 408.0 | $50K | 0.00% | +73.0 | +21.8% | $122.12 | +10.1% |
| 2248 | DSU | BLACKROCK DEBT STRATEGIES FD | Financial Services | 5,193.0 | $50K | 0.00% | +108.0 | +2.1% | $9.59 | +0.7% |
| 2249 | — | SOUTH BOW CORP | — | 1,494.0 | $50K | 0.00% | +227.0 | +17.9% | $33.32 | — |
| 2250 | WEX | WEX INC | Technology | 325.0 | $50K | 0.00% | -46.0 | -12.4% | $153.04 | -12.1% |
| 2251 | BELFA | BEL FUSE INC | Technology | 276.0 | $50K | 0.00% | NEW | — | $180.20 | +42.4% |
| 2252 | SPBX | AIM ETF PRODUCTS TRUST | — | 1,840.0 | $50K | 0.00% | +895.0 | +94.7% | $26.97 | +7.4% |
| 2253 | CPRX | CATALYST PHARMACEUTICALS INC | Healthcare | 2,000.0 | $50K | 0.00% | +1K | +111.0% | $24.76 | +26.9% |
| 2254 | ALKS | ALKERMES PLC | Healthcare | 1,398.0 | $49K | 0.00% | +575.0 | +69.9% | $35.36 | +42.7% |
| 2255 | VUSB | VANGUARD BD INDEX FDS | — | 991.0 | $49K | 0.00% | -6K | -85.5% | $49.79 | -0.1% |
| 2256 | BCO | BRINKS CO | Industrials | 476.0 | $49K | 0.00% | -9.0 | -1.9% | $103.63 | -7.1% |
| 2257 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 1,800.0 | $49K | 0.00% | -7K | -79.5% | $27.40 | -2.4% |
| 2258 | NAIL | DIREXION SHARES ETF TRUST | — | 1,296.0 | $49K | 0.00% | +20.0 | +1.6% | $37.95 | +34.9% |
| 2259 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 620.0 | $49K | 0.00% | +142.0 | +29.7% | $79.15 | -0.3% |
| 2260 | NICE | NICE LTD | Technology | 441.0 | $49K | 0.00% | -254.0 | -36.5% | $110.26 | -20.7% |
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
27.3%
Financial Services
18.5%
Communication Services
9.6%
Industrials
9.0%
Consumer Cyclical
8.4%
Healthcare
8.3%
Basic Materials
5.3%
Consumer Defensive
5.2%
Energy
4.5%
Utilities
2.8%