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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 12 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 PMCB PHARMACYTE BIOTECH INC Healthcare 1 $1.0 SOLD
222 ADITXT INC 1 SOLD
Page 12 of 12  ·  222 positions
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%