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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 33.0%
Financial Services 17.9%
Healthcare 9.4%
Industrials 9.3%
Consumer Cyclical 8.4%
Communication Services 6.3%
Consumer Defensive 4.7%
Basic Materials 3.9%
Energy 3.3%
Utilities 2.7%