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 67 of 95 · 1,885 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1321	—	MIND TECHNOLOGY INC	—	2,621.0	$22K	—	+490.0	+23.0%	$8.35	—
1322	RIG	TRANSOCEAN LTD	Energy	3,267.0	$22K	—	+456.0	+16.2%	$6.63	+14.3%
1323	GTM	ZOOMINFO TECHNOLOGIES INC	Technology	3,614.0	$22K	—	+2K	+167.1%	$5.98	-34.4%
1324	FRO	FRONTLINE PLC	Energy	619.0	$22K	—	+199.0	+47.4%	$34.86	+8.3%
1325	STRV	EA SERIES TRUST	—	509.0	$21K	—	+49.0	+10.7%	$41.97	+12.8%
1326	CWT	CALIFORNIA WTR SVC GROUP	Utilities	468.0	$21K	—	+105.0	+28.9%	$45.34	-6.3%
1327	COPX	GLOBAL X FDS	—	277.0	$21K	—	+77.0	+38.5%	$76.35	+4.0%
1328	CNO	CNO FINL GROUP INC	Financial Services	515.0	$21K	—	+5.0	+1.0%	$41.06	+16.5%
1329	USXF	ISHARES TR	—	383.0	$21K	—	+269.0	+236.0%	$55.20	+17.6%
1330	SIL	GLOBAL X FDS	—	232.0	$21K	—	+2.0	+0.9%	$90.08	-4.0%
1331	VFMO	VANGUARD WELLINGTON FD	—	105.0	$21K	—	+85.0	+425.0%	$197.10	+12.5%
1332	SOXQ	INVESCO EXCH TRADED FD TR II	—	343.0	$20K	—	+119.0	+53.1%	$59.70	+49.1%
1333	SWBI	SMITH & WESSON BRANDS INC	Industrials	1,418.0	$20K	—	+80.0	+6.0%	$14.33	+8.4%
1334	BRKR	BRUKER CORP	Healthcare	562.0	$20K	—	+141.0	+33.5%	$36.12	+17.9%
1335	BEP	BROOKFIELD RENEWABLE ENERGY	Utilities	621.0	$20K	—	+230.0	+58.8%	$32.64	+4.3%
1336	MFG	MIZUHO FINANCIAL GROUP INC	Financial Services	2,518.0	$20K	—	+363.0	+16.8%	$7.94	+5.7%
1337	—	MORGAN STANLEY ETF TRUST	—	402.0	$20K	—	+4.0	+1.0%	$49.66	—
1338	APPN	APPIAN CORP	Technology	818.0	$20K	—	+587.0	+254.1%	$24.11	-10.0%
1339	IX	ORIX CORP	Financial Services	654.0	$20K	—	+159.0	+32.1%	$29.99	+23.0%
1340	PCEF	INVESCO EXCH TRADED FD TR II	—	1,040.0	$20K	—	+289.0	+38.5%	$18.82	+4.0%

Page 67 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%