Portfolio (Quarterly) Guide ↗

IFP Advisors, Inc

· CIK 0001641866

13F Portfolio $4.8B AUM 5,032 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 355 New 1885 Added 1556 Reduced

Page 1 of 18 · 355 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	—	MORGAN STANLEY ETF TRUST	—	85,091.0	$4.3M	0.09%	NEW	—	$50.32	—
2	—	BLACKROCK ETF TRUST	—	104,703.0	$3.4M	0.07%	NEW	—	$32.15	—
3	QQA	INVESCO ACTIVELY MANAGED EXC	—	50,617.0	$2.5M	0.05%	NEW	—	$49.88	+15.6%
4	—	BLACKROCK ETF TRUST	—	44,953.0	$1.5M	0.03%	NEW	—	$32.72	—
5	AVSF	AMERICAN CENTY ETF TR	—	26,174.0	$1.2M	0.03%	NEW	—	$46.80	-2.5%
6	HRI	HERC HLDGS INC	Industrials	12,211.0	$1.2M	0.03%	NEW	—	$99.55	+38.4%
7	AZN	ASTRAZENECA PLC	Healthcare	6,074.0	$1.2M	0.03%	NEW	—	$197.22	-20.4%
8	EFAA	INVESCO ACTIVELY MANAGED EXC	—	22,623.0	$1.2M	0.03%	NEW	—	$52.74	+3.8%
9	BKGI	BNY MELLON ETF TRUST	—	21,805.0	$971K	0.02%	NEW	—	$44.54	-6.3%
10	GSY	INVESCO ACTIVELY MANAGED EXC	—	18,720.0	$938K	0.02%	NEW	—	$50.12	-0.3%
11	LST	MANAGED PORTFOLIO SERIES	—	17,051.0	$690K	0.01%	NEW	—	$40.45	+17.2%
12	CSNR	COHEN & STEERS ETF TRUST	—	18,197.0	$684K	0.01%	NEW	—	$37.58	-3.0%
13	SPLS	PIMCO ETF TR	—	14,034.0	$660K	0.01%	NEW	—	$47.06	+18.0%
14	CVRT	CALAMOS ETF TR	—	15,494.0	$644K	0.01%	NEW	—	$41.56	+13.8%
15	AFOS	EA SERIES TRUST	—	15,622.0	$564K	0.01%	NEW	—	$36.13	+25.8%
16	CCEF	CALAMOS ETF TR	—	17,237.0	$486K	0.01%	NEW	—	$28.18	+1.1%
17	ACYN	FIRST TR EXCHANGE-TRADED FD	—	23,462.0	$478K	0.01%	NEW	—	$20.38	+1.8%
18	BSMZ	INVESCO EXCH TRD SLF IDX FD	—	18,000.0	$452K	0.01%	NEW	—	$25.13	-6.1%
19	AVDS	AMERICAN CENTY ETF TR	—	4,330.0	$311K	0.01%	NEW	—	$71.85	+8.5%
20	DXYZ	DESTINY TECH100 INC	—	11,600.0	$311K	0.01%	NEW	—	$26.78	+22.3%

Page 1 of 18 · 355 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 28.3%

Financial Services 18.8%

Industrials 9.3%

Consumer Cyclical 8.7%

Healthcare 8.6%

Communication Services 6.8%

Basic Materials 5.5%

Consumer Defensive 5.3%

Energy 4.5%

Utilities 2.9%