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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 4 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 SBET SHARPLINK GAMING INC Financial Services 1,500 $13K SOLD
62 VOOV VANGUARD ADMIRAL FDS INC 65 $13K SOLD
63 PFD FLAHERTY & CRUMRINE PFD INCO Financial Services 1,000 $12K SOLD
64 FRHC FREEDOM HLDG CORP NEV Financial Services 97 $12K SOLD
65 CIDARA THERAPEUTICS INC 49 $11K SOLD
66 TSLY TIDAL TRUST II 1,200 $9K SOLD
67 SENSEONICS HLDGS INC 22,500 $9K SOLD
68 TIDAL TRUST II 240 $9K SOLD
69 EKSO EKSO BIONICS HLDGS INC Healthcare 1,000 $9K SOLD
70 MTBA SIMPLIFY EXCHANGE TRADED FUN 167 $8K SOLD
71 VERITEX HLDGS INC 271 $8K SOLD
72 XOMO TIDAL TRUST II 700 $8K SOLD
73 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 500 $8K SOLD
74 SPIRIT AEROSYSTEMS HLDGS INC 192 $8K SOLD
75 BITX VOLATILITY SHS TR 264 $7K SOLD
76 LXP LXP INDUSTRIAL TRUST Real Estate 699 $7K SOLD
77 FDIV EA SERIES TRUST 244 $7K SOLD
78 VERINT SYS INC 308 $6K SOLD
79 GYRO GYRODYNE LLC Real Estate 700 $6K SOLD
80 NTHI NEONC TECHNOLOGIES HLDGS INC Healthcare 750 $6K SOLD
Page 4 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%