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 73 of 95 · 1,885 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1441	UPST	UPSTART HLDGS INC	Financial Services	406.0	$10K	—	+15.0	+3.8%	$25.65	+8.9%
1442	AMRX	AMNEAL PHARMACEUTICALS INC	Healthcare	837.0	$10K	—	+148.0	+21.5%	$12.43	-5.0%
1443	RGEN	REPLIGEN CORP	Healthcare	88.0	$10K	—	+1.0	+1.1%	$117.82	-11.6%
1444	PFBC	PREFERRED BK LOS ANGELES CA	Financial Services	114.0	$10K	—	+80.0	+235.3%	$90.69	+1.2%
1445	EYLD	CAMBRIA ETF TR	—	249.0	$10K	—	+2.0	+0.8%	$41.41	+7.1%
1446	NL	NL INDS INC	Industrials	1,766.0	$10K	—	+880.0	+99.3%	$5.83	+22.0%
1447	—	NEWSMAX INC	—	1,969.0	$10K	—	+1K	+139.2%	$5.22	—
1448	QYLG	GLOBAL X FDS	—	394.0	$10K	—	+94.0	+31.3%	$25.95	+11.7%
1449	—	LIBERTY MEDIA CORP DEL	—	129.0	$10K	—	+1.0	+0.8%	$78.08	—
1450	SLM	SLM CORP	Financial Services	458.0	$10K	—	+154.0	+50.7%	$21.41	+2.1%
1451	BBEU	J P MORGAN EXCHANGE TRADED F	—	134.0	$10K	—	+21.0	+18.6%	$72.41	+4.7%
1452	BBJP	J P MORGAN EXCHANGE TRADED F	—	140.0	$10K	—	+36.0	+34.6%	$68.91	+6.7%
1453	AUGW	AIM ETF PRODUCTS TRUST	—	300.0	$10K	—	+100.0	+50.0%	$32.15	+4.6%
1454	SKM	SK TELECOM CO LTD	Communication Services	329.0	$10K	—	+101.0	+44.3%	$29.29	+26.4%
1455	LUNR	INTUITIVE MACHINES INC	Industrials	518.0	$10K	—	+341.0	+192.7%	$18.56	+81.0%
1456	REAL	THE REALREAL INC	Consumer Cyclical	1,057.0	$10K	—	+679.0	+179.6%	$9.08	+4.2%
1457	FLYW	FLYWIRE CORPORATION	Technology	822.0	$10K	—	+565.0	+219.8%	$11.64	+37.6%
1458	NSIT	INSIGHT ENTERPRISES INC	Technology	141.0	$9K	—	+98.0	+227.9%	$67.01	+35.2%
1459	SN	SHARKNINJA INC	Consumer Cyclical	89.0	$9K	—	+7.0	+8.5%	$105.90	+0.5%
1460	PHK	PIMCO HIGH INCOME FD	Financial Services	2,024.0	$9K	—	+58.0	+3.0%	$4.63	-3.0%

Page 73 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%