Portfolio (Quarterly)
Guide ↗
IFP Advisors, Inc
· CIK 0001641866| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1761 | SPHB | INVESCO EXCH TRADED FD TR II | — | 985.0 | $114K | 0.00% | — | — | $115.95 | +35.2% |
| 1762 | EQH | EQUITABLE HLDGS INC | Financial Services | 3,077.0 | $114K | 0.00% | +46.0 | +1.5% | $37.11 | +21.2% |
| 1763 | MCY | MERCURY GENL CORP NEW | Financial Services | 1,295.0 | $114K | 0.00% | +789.0 | +155.9% | $88.15 | +17.0% |
| 1764 | CMDY | ISHARES U S ETF TR | — | 1,921.0 | $114K | 0.00% | — | — | $59.42 | -4.9% |
| 1765 | DXCM | DEXCOM INC | Healthcare | 1,817.0 | $114K | 0.00% | -262.0 | -12.6% | $62.80 | +10.0% |
| 1766 | — | REV GROUP INC | — | 1,783.0 | $114K | 0.00% | +458.0 | +34.6% | $63.90 | — |
| 1767 | MPWR | MONOLITHIC PWR SYS INC | Technology | 104.0 | $114K | 0.00% | +5.0 | +5.0% | $1093.35 | +40.7% |
| 1768 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 1,817.0 | $114K | 0.00% | -15.0 | -0.8% | $62.56 | +24.0% |
| 1769 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 4,763.0 | $113K | 0.00% | -857.0 | -15.2% | $23.81 | +103.4% |
| 1770 | BCUS | EXCHANGE LISTED FDS TR | — | 3,546.0 | $113K | 0.00% | — | — | $31.94 | +16.9% |
| 1771 | SUN | SUNOCO LP/SUNOCO FIN CORP | Energy | 1,741.0 | $113K | 0.00% | +617.0 | +54.9% | $64.97 | -3.4% |
| 1772 | LPLA | LPL FINL HLDGS INC | Financial Services | 376.0 | $113K | 0.00% | +4.0 | +1.1% | $300.83 | -1.1% |
| 1773 | MCHI | ISHARES TR | — | 2,012.0 | $113K | 0.00% | -1K | -33.2% | $56.18 | -5.9% |
| 1774 | — | AMERICA MOVIL SAB DE CV | — | 4,414.0 | $112K | 0.00% | -35.0 | -0.8% | $25.48 | — |
| 1775 | — | CALAMOS ETF TR | — | 5,595.0 | $112K | 0.00% | -4K | -43.2% | $20.05 | — |
| 1776 | ARLP | ALLIANCE RESOURCE PARTNERS L | Energy | 4,049.0 | $112K | 0.00% | — | — | $27.65 | -11.7% |
| 1777 | AN | AUTONATION INC | Consumer Cyclical | 571.0 | $111K | 0.00% | +5.0 | +0.9% | $195.26 | -3.6% |
| 1778 | — | NORTHPOINTE BANCSHARES INC. | — | 6,438.0 | $111K | 0.00% | — | — | $17.26 | — |
| 1779 | IEV | ISHARES TR | — | 1,635.0 | $111K | 0.00% | -955.0 | -36.9% | $67.94 | +6.5% |
| 1780 | SNY | SANOFI SA | Healthcare | 2,295.0 | $111K | 0.00% | +314.0 | +15.8% | $48.18 | -13.3% |
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%