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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 12 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 BLACKROCK CORPOR HI YLD FD I 102 $4.0 SOLD
222 TRUECAR INC 1 $3.0 SOLD
223 22ND CENTY GROUP INC 1 $1.0 SOLD
224 ADITXT INC 1 SOLD
Page 12 of 12  ·  224 positions
Sector Allocation
Technology 32.0%
Financial Services 17.5%
Industrials 9.1%
Healthcare 9.1%
Communication Services 8.9%
Consumer Cyclical 8.1%
Consumer Defensive 4.6%
Basic Materials 3.8%
Energy 3.3%
Utilities 2.6%