Portfolio (Quarterly) Guide ↗

IFP Advisors, Inc

· CIK 0001641866

13F Portfolio $4.8B AUM 5,032 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 355 New 1885 Added 1556 Reduced 222 Exited

Page 66 of 95 · 1,885 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1301	ARGT	GLOBAL X FDS	—	260.0	$24K	0.00%	+135.0	+108.0%	$93.32	-5.5%
1302	CSGS	CSG SYS INTL INC	Technology	299.0	$24K	—	+258.0	+629.3%	$79.94	+0.9%
1303	ISTB	ISHARES TR	—	493.0	$24K	—	+10.0	+2.1%	$48.46	-0.8%
1304	EWQ	ISHARES INC	—	550.0	$24K	—	+120.0	+27.9%	$43.38	+2.4%
1305	CGNG	CAPITAL GROUP NEW GEOGRAPHY	—	748.0	$24K	—	+106.0	+16.5%	$31.57	+10.3%
1306	FMC	FMC CORP	Basic Materials	1,370.0	$24K	—	+155.0	+12.8%	$17.22	-21.3%
1307	RXST	RXSIGHT INC	Healthcare	3,829.0	$24K	—	+105.0	+2.8%	$6.16	-2.6%
1308	—	TREEHOUSE FOODS INC	—	966.0	$23K	—	+304.0	+45.9%	$24.29	—
1309	AER	AERCAP HOLDINGS NV	Industrials	171.0	$23K	—	+13.0	+8.2%	$137.18	-0.8%
1310	VOD	VODAFONE GROUP PLC	Communication Services	1,555.0	$23K	—	+100.0	+6.9%	$15.02	-0.1%
1311	MMSI	MERIT MED SYS INC	Healthcare	337.0	$23K	—	+9.0	+2.7%	$68.93	-7.7%
1312	ZG	ZILLOW GROUP INC	Communication Services	558.0	$23K	—	+227.0	+68.6%	$41.39	-9.1%
1313	NBHC	NATIONAL BK HLDGS CORP	Financial Services	587.0	$23K	—	+4.0	+0.7%	$39.16	+5.8%
1314	UNFI	UNITED NAT FOODS INC	Consumer Defensive	510.0	$23K	—	+436.0	+589.2%	$45.06	+12.7%
1315	BCC	BOISE CASCADE CO DEL	Basic Materials	301.0	$23K	—	+16.0	+5.6%	$75.85	-13.7%
1316	SPTE	SP FUNDS TRUST	—	654.0	$23K	—	+58.0	+9.7%	$34.67	+26.5%
1317	NXDT	NEXPOINT DIVERSIFIED REL ET	Financial Services	4,807.0	$22K	—	+321.0	+7.2%	$4.67	+5.1%
1318	ACEL	ACCEL ENTERTAINMENT INC	Consumer Cyclical	2,048.0	$22K	—	+170.0	+9.1%	$10.91	+7.6%
1319	AMBA	AMBARELLA INC	Technology	429.0	$22K	—	+231.0	+116.7%	$51.48	+53.2%
1320	EWD	ISHARES INC	—	453.0	$22K	—	+26.0	+6.1%	$48.72	+2.8%

Page 66 of 95 · 1,885 positions

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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%