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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 8 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 WLY WILEY JOHN & SONS INC Communication Services 11 $337.0 SOLD
142 ADUS ADDUS HOMECARE CORP Healthcare 3 $322.0 SOLD
143 WNS HLDGS LTD 4 $306.0 SOLD
144 HPP HUDSON PAC PPTYS INC Real Estate 151 $299.0 SOLD
145 ATNI ATN INTL INC Communication Services 12 $274.0 SOLD
146 SHYL DBX ETF TR 6 $270.0 SOLD
147 MERUS N V 3 $270.0 SOLD
148 KGS KODIAK GAS SVCS INC Energy 7 $262.0 SOLD
149 89BIO INC 17 $252.0 SOLD
150 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 100 $235.0 SOLD
151 BERRY CORP 73 $231.0 SOLD
152 THE ODP CORP 7 $196.0 SOLD
153 RCI ROGERS COMMUNICATIONS INC Communication Services 5 $189.0 SOLD
154 TMC TMC THE METALS COMPANY INC Basic Materials 30 $185.0 SOLD
155 ALCO ALICO INC Consumer Defensive 5 $182.0 SOLD
156 ARB ALTSHARES TRUST 6 $174.0 SOLD
157 MERIDIANLINK INC 8 $160.0 SOLD
158 CLOU GLOBAL X FDS 7 $158.0 SOLD
159 HDSN HUDSON TECHNOLOGIES INC Basic Materials 23 $158.0 SOLD
160 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 10 $148.0 SOLD
Page 8 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%