Position in UI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$154,896
-$60,357 QoQ
Shares Held
196
-49.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UI Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026IFP Advisors, Inc holds $13,986,117 across 25 Communication Equipment names. UI ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
131,335 | $10,190,282 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
3,043 | $1,320,570 | |
| 3 | LITE |
Lumentum Holdings Inc.
|
1,155 | $811,687 | |
| 4 | CIEN |
Ciena Corp
|
1,035 | $401,818 | |
| 5 | ASTS |
AST SpaceMobile, Inc.
|
3,660 | $303,304 | |
| 6 | AAOI |
Applied Optoelectronics, Inc.
|
2,123 | $179,584 | |
| 7 | UI |
Ubiquiti Inc.
This page
|
196 | $154,896 | |
| 8 | BKTI |
BK Technologies Corp
|
1,587 | $118,437 |
All Filings in UI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,896 | 196 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $215,253 | 389 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $257,626 | 390 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $164,660 | 400 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $164,374 | 530 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,310 | 16 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,629 | 75 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $10,924 | 75 | Shares | Sole | 2024-07-30 | |
| 2023-03-31 | $0 | 0 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,188 | 8 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,467 | 5 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,241 | 5 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,455 | 5 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $52,359 | 188 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,831 | 20 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||