Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 4701 | SPT | SPROUT SOCIAL INC | Technology | 24.0 | $137.0 | — | +17.0 | +242.9% | $5.71 | +19.5% |
| 4702 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 6.0 | $135.0 | — | — | — | $22.50 | +11.7% |
| 4703 | CORZ | CORE SCIENTIFIC INC NEW | Technology | 9.0 | $135.0 | — | -3K | -99.7% | $15.00 | +68.4% |
| 4704 | DSP | VIANT TECHNOLOGY INC | Technology | 12.0 | $134.0 | — | +3.0 | +33.3% | $11.17 | +0.2% |
| 4705 | — | CORE LABORATORIES INC | — | 8.0 | $134.0 | — | — | — | $16.75 | — |
| 4706 | LXU | LSB INDS INC | Basic Materials | 9.0 | $134.0 | — | — | — | $14.89 | -12.4% |
| 4707 | VCX | FUNDRISE INNOVATION FD LLC | Financial Services | 1.0 | $131.0 | — | NEW | — | $131.00 | +101.4% |
| 4708 | IMNM | IMMUNOME INC | Healthcare | 6.0 | $131.0 | — | — | — | $21.83 | -0.8% |
| 4709 | CAN | CANAAN INC | Technology | 303.0 | $131.0 | — | -3K | -90.8% | $0.43 | -4.0% |
| 4710 | CEVA | CEVA INC | Technology | 7.0 | $131.0 | — | +5.0 | +250.0% | $18.71 | +110.7% |
| 4711 | AESI | ATLAS ENERGY SOLUTIONS INC | Energy | 10.0 | $131.0 | — | -28.0 | -73.7% | $13.10 | +45.6% |
| 4712 | WWR | WESTWATER RES INC | Basic Materials | 200.0 | $131.0 | — | NEW | — | $0.66 | -12.6% |
| 4713 | — | STRATA CRITICAL MEDICAL INC | — | 31.0 | $130.0 | — | — | — | $4.19 | — |
| 4714 | AVD | AMERICAN VANGUARD CORP | Basic Materials | 51.0 | $127.0 | — | -67.0 | -56.8% | $2.49 | +12.8% |
| 4715 | EWTX | EDGEWISE THERAPEUTICS INC | Healthcare | 4.0 | $126.0 | — | — | — | $31.50 | +3.8% |
| 4716 | FMAG | FIDELITY COVINGTON TRUST | — | 4.0 | $126.0 | — | — | — | $31.50 | +14.6% |
| 4717 | SLQT | SELECTQUOTE INC | Financial Services | 198.0 | $125.0 | — | +170.0 | +607.1% | $0.63 | +58.4% |
| 4718 | MYO | MYOMO INC | Healthcare | 184.0 | $124.0 | — | -982.0 | -84.2% | $0.67 | +54.3% |
| 4719 | BRCC | BRC INC | Consumer Defensive | 157.0 | $122.0 | — | +109.0 | +227.1% | $0.78 | +121.3% |
| 4720 | ASIC | ATEGRITY SPECIALTY IN CO HO | Financial Services | 6.0 | $119.0 | — | -3.0 | -33.3% | $19.83 | +4.1% |
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
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%