Portfolio (Quarterly) Guide ↗

IFP Advisors, Inc

· CIK 0001641866

13F Portfolio $5.5B AUM 5,147 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 339 New 2268 Added 1538 Reduced 224 Exited

Page 99 of 114 · 2,268 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1961	BWB	BRIDGEWATER BANCSHARES INC	Financial Services	126.0	$3K	—	+81.0	+180.0%	$21.04	+2.8%
1962	RYAN	RYAN SPECIALTY HOLDINGS INC	Financial Services	70.0	$3K	—	+51.0	+268.4%	$37.76	+14.6%
1963	HLF	HERBALIFE LTD	Consumer Defensive	201.0	$3K	—	+38.0	+23.3%	$13.15	-3.8%
1964	UAA	UNDER ARMOUR INC	Consumer Cyclical	413.0	$3K	—	+249.0	+151.8%	$6.39	-15.6%
1965	—	FB BANCORP INC	—	175.0	$3K	—	+144.0	+464.5%	$15.06	—
1966	BCML	BAYCOM CORP	Financial Services	80.0	$3K	—	+56.0	+233.3%	$32.90	-8.8%
1967	CRCT	CRICUT INC	Technology	599.0	$3K	—	+531.0	+780.9%	$4.39	+27.3%
1968	HMC	HONDA MOTOR CO LTD	Consumer Cyclical	97.0	$3K	—	+10.0	+11.5%	$27.11	+23.1%
1969	NGVT	INGEVITY CORP	Basic Materials	35.0	$3K	—	+11.0	+45.8%	$74.66	-5.9%
1970	—	ADVANTAGE SOLUTIONS INC	—	60.0	$3K	—	+58.0	+2900.0%	$43.23	—
1971	AARD	AARDVARK THERAPEUTICS INC	Healthcare	447.0	$3K	—	+426.0	+2028.6%	$5.76	+18.4%
1972	AIRO	AIRO GROUP HLDGS INC	Industrials	346.0	$3K	—	+140.0	+68.0%	$7.39	+16.4%
1973	HVT	HAVERTY FURNITURE COS INC	Consumer Cyclical	100.0	$3K	—	+28.0	+38.9%	$25.53	+7.2%
1974	DEI	DOUGLAS EMMETT INC	Real Estate	215.0	$3K	—	+102.0	+90.3%	$11.80	-0.1%
1975	BCBP	BCB BANCORP INC	Financial Services	234.0	$3K	—	+119.0	+103.5%	$10.72	-18.3%
1976	FOA	FINANCE OF AMERICA COMPAN	Financial Services	90.0	$2K	—	+89.0	+8900.0%	$27.52	-27.1%
1977	TNDM	TANDEM DIABETES CARE INC	Healthcare	164.0	$2K	—	+95.0	+137.7%	$15.09	+47.9%
1978	—	HIPPO HLDGS INC	—	87.0	$2K	—	+38.0	+77.5%	$28.26	—
1979	SGHT	SIGHT SCIENCES INC	Healthcare	451.0	$2K	—	+443.0	+5537.5%	$5.42	+52.4%
1980	FWRG	FIRST WATCH RESTAURANT GROUP	Consumer Cyclical	189.0	$2K	—	+179.0	+1790.0%	$12.89	+1.1%

Page 99 of 114 · 2,268 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 33.0%

Financial Services 17.9%

Healthcare 9.4%

Industrials 9.3%

Consumer Cyclical 8.4%

Communication Services 6.3%

Consumer Defensive 4.7%

Basic Materials 3.9%

Energy 3.3%

Utilities 2.7%