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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 5 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 BSMW INVESCO EXCH TRD SLF IDX FD 224 $6K SOLD
82 SIGNING DAY SPORTS INC 10,000 $5K SOLD
83 IG PRINCIPAL EXCHANGE TRADED FD 243 $5K SOLD
84 TELEFONICA S A 1,095 $5K SOLD
85 HTEC EXCHANGE TRADED CONCEPTS TRU 140 $5K SOLD
86 NEW GOLD INC CDA 500 $4K SOLD
87 ANYWHERE REAL ESTATE INC 250 $4K SOLD
88 FRGT FREIGHT TECHNOLOGIES INC Technology 5,000 $4K SOLD
89 ASPEN INSURANCE HOLDINGS LTD 102 $4K SOLD
90 QIAGEN NV 77 $4K SOLD
91 CADENCE BANK 87 $4K SOLD
92 IPKW INVESCO EXCH TRADED FD TR II 65 $4K SOLD
93 FYT FIRST TR EXCHANGE-TRADED ALP 59 $4K SOLD
94 ACKY TIDAL TRUST III 200 $3K SOLD
95 WCLD WISDOMTREE TR 125 $3K SOLD
96 SGMO SANGAMO THERAPEUTICS INC Healthcare 13,509 $3K SOLD
97 RPD RAPID7 INC Technology 588 $3K SOLD
98 PNFP PINNACLE FINL PARTNERS INC Financial Services 31 $3K SOLD
99 FORGE GLOBAL HOLDINGS INC 63 $3K SOLD
100 LGN LEGENCE CORP Industrials 50 $3K SOLD
Page 5 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%