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 37 of 95 · 1,885 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
721	JIVE	J P MORGAN EXCHANGE TRADED F	—	3,535.0	$303K	0.01%	+605.0	+20.6%	$85.64	+9.3%
722	LZB	LA Z BOY INC	Consumer Cyclical	9,361.0	$301K	0.01%	+127.0	+1.4%	$32.14	+19.8%
723	EXC	EXELON CORP	Utilities	6,137.0	$301K	0.01%	+149.0	+2.5%	$49.02	-5.7%
724	AOA	ISHARES TR	—	3,391.0	$300K	0.01%	+114.0	+3.5%	$88.49	+9.9%
725	IDXX	IDEXX LABS INC	Healthcare	533.0	$299K	0.01%	+270.0	+102.7%	$561.89	-0.2%
726	—	BEONE MEDICINES LTD	—	1,000.0	$297K	0.01%	+9.0	+0.9%	$296.97	—
727	FEX	FIRST TR EXCHANGE-TRADED ALP	—	2,427.0	$296K	0.01%	+153.0	+6.7%	$121.93	+12.6%
728	WY	WEYERHAEUSER CO	Real Estate	11,995.0	$293K	0.01%	+988.0	+9.0%	$24.43	-0.4%
729	XMMO	INVESCO EXCHANGE TRADED FD T	—	2,008.0	$291K	0.01%	+280.0	+16.2%	$145.02	+17.0%
730	—	HUT 8 CORP	—	6,194.0	$291K	0.01%	+537.0	+9.5%	$46.91	—
731	MTSI	MACOM TECH SOLUTIONS HLDGS I	Technology	1,302.0	$289K	0.01%	+188.0	+16.9%	$222.07	+71.1%
732	IBHJ	ISHARES TR	—	11,026.0	$289K	0.01%	+6K	+131.1%	$26.22	+0.6%
733	EWG	ISHARES INC	—	7,272.0	$288K	0.01%	+7K	+1279.9%	$39.67	+6.7%
734	CHTR	CHARTER COMMUNICATIONS INC	Communication Services	1,334.0	$288K	0.01%	+302.0	+29.3%	$215.88	-32.5%
735	RKLB	ROCKET LAB CORP	Industrials	4,468.0	$287K	0.01%	+448.0	+11.1%	$64.22	+59.4%
736	NTRS	NORTHERN TR CORP	Financial Services	2,040.0	$285K	0.01%	+142.0	+7.5%	$139.57	+24.9%
737	CRS	CARPENTER TECHNOLOGY CORP	Industrials	718.0	$283K	0.01%	+607.0	+546.9%	$394.15	+42.5%
738	UHS	UNIVERSAL HLTH SVCS INC	Healthcare	1,580.0	$283K	0.01%	+35.0	+2.3%	$178.97	-18.4%
739	EWP	ISHARES INC	—	5,206.0	$283K	0.01%	+3K	+162.9%	$54.31	+8.1%
740	RMD	RESMED INC	Healthcare	1,253.0	$281K	0.01%	+56.0	+4.7%	$224.48	-13.2%

Page 37 of 95 · 1,885 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 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%