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 85 of 95 · 1,885 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1681	EGHT	8X8 INC NEW	Technology	1,070.0	$2K	—	+172.0	+19.1%	$1.66	+42.2%
1682	AIOT	POWERFLEET INC	Technology	576.0	$2K	—	+476.0	+476.0%	$3.08	+5.2%
1683	DSGX	DESCARTES SYS GROUP INC	Technology	24.0	$2K	—	+11.0	+84.6%	$71.54	-5.4%
1684	ROIV	ROIVANT SCIENCES LTD	Healthcare	62.0	$2K	—	+27.0	+77.1%	$27.69	+5.8%
1685	ANIX	ANIXA BIOSCIENCES INC	Healthcare	660.0	$2K	—	+160.0	+32.0%	$2.58	+7.0%
1686	REAX	THE REAL BROKERAGE INC	Real Estate	678.0	$2K	—	+568.0	+516.4%	$2.50	-31.6%
1687	JCAP	JEFFERSON CAPITAL INC	Financial Services	87.0	$2K	—	+1.0	+1.2%	$19.23	-7.1%
1688	SLAB	SILICON LABORATORIES INC	Technology	8.0	$2K	—	+2.0	+33.3%	$208.12	+4.1%
1689	SG	SWEETGREEN INC	Consumer Cyclical	317.0	$2K	—	+302.0	+2013.3%	$5.19	+55.9%
1690	FFSM	FIDELITY COVINGTON TRUST	—	51.0	$2K	—	+31.0	+155.0%	$31.94	+9.3%
1691	AVO	MISSION PRODUCE INC	Consumer Defensive	118.0	$2K	—	+112.0	+1866.7%	$13.76	-10.7%
1692	CCOI	COGENT COMM HOLDINGS INC	Communication Services	85.0	$2K	—	+22.0	+34.9%	$18.84	-8.6%
1693	NIO	NIO INC	Consumer Cyclical	264.0	$2K	—	+159.0	+151.4%	$6.03	+1.2%
1694	ATRC	ATRICURE INC	Healthcare	55.0	$2K	—	+46.0	+511.1%	$28.53	-0.2%
1695	ECG	EVERUS CONSTR GROUP	Industrials	13.0	$2K	—	+6.0	+85.7%	$118.08	+32.7%
1696	SDGR	SCHRODINGER INC	Healthcare	134.0	$2K	—	+18.0	+15.5%	$11.36	+5.2%
1697	NXDR	NEXTDOOR HOLDINGS INC	Communication Services	1,065.0	$1K	—	+244.0	+29.7%	$1.40	+45.0%
1698	MED	MEDIFAST INC	Consumer Cyclical	140.0	$1K	—	+111.0	+382.8%	$10.19	+22.1%
1699	SNFCA	SECURITY NATL FINL CORP	Financial Services	144.0	$1K	—	+5.0	+3.6%	$9.48	+0.3%
1700	FLDB	FIDELITY MERRIMACK STR TR	—	27.0	$1K	—	+5.0	+22.7%	$50.33	+0.0%

Page 85 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%