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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 2 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 AMCOR PLC 6,217 $55K 0.00% SOLD
22 PURR HYPERLIQUID STRATEGIES INC Basic Materials 10,000 $51K 0.00% SOLD
23 DAYFORCE INC 640 $45K 0.00% SOLD
24 VPC ETFIS SER TR I 2,869 $43K 0.00% SOLD
25 HCC WARRIOR MET COAL INC Energy 425 $40K 0.00% SOLD
26 SMA SMARTSTOP SELF STORAG REIT I Real Estate 1,207 $37K 0.00% SOLD
27 CIVITAS RESOURCES INC 1,308 $36K 0.00% SOLD
28 BANF BANCFIRST CORP Financial Services 321 $35K 0.00% SOLD
29 COMERICA INC 380 $34K 0.00% SOLD
30 NTWK NETSOL TECHNOLOGIES INC Technology 9,555 $32K 0.00% SOLD
31 BUXX EA SERIES TRUST 1,580 $32K 0.00% SOLD
32 TIDAL TRUST II 1,361 $29K 0.00% SOLD
33 FMUN FIDELITY MERRIMACK STR TR 561 $28K 0.00% SOLD
34 MMIT NEW YORK LIFE INVTS ACTIVE E 1,130 $27K 0.00% SOLD
35 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 1,433 $27K 0.00% SOLD
36 XES SPDR SERIES TRUST 217 $25K 0.00% SOLD
37 TEGNA INC 1,198 $24K SOLD
38 TREEHOUSE FOODS INC 966 $23K SOLD
39 PIPER SANDLER COMPANIES 306 $23K SOLD
40 BUZZ VANECK ETF TRUST 805 $23K SOLD
Page 2 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%