IFP Advisors, Inc

Position in ULTA — Ulta Beauty, Inc.

CIK 1641866 TAMPA, FL

Position in ULTA

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$659,137

+$90,428 QoQ

Shares Held

1,261

+34.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

IFP Advisors, Inc holds $5,054,156 across 28 Specialty Retail names. ULTA ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	3,018	$2,196,681
2	ULTA	Ulta Beauty, Inc. This page	1,261	$659,137
3	RH	Rh	3,842	$537,188
4	TSCO	Tractor Supply Co /De/	6,926	$313,747
5	MUSA	Murphy USA Inc.	619	$305,767
6	FIVE	Five Below, Inc	1,042	$238,076
7	BBY	Best Buy Co Inc	3,157	$202,679
8	DKS	Dick's Sporting Goods, Inc.	744	$147,527

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$659,137	1,261	+34.1%	Shares	Sole	2026-04-13
2025-12-31	$568,709	940	+26.0%	Shares	Sole	2026-02-06
2025-09-30	$407,875	746	-14.4%	Shares	Sole	2026-02-06
2025-06-30	$407,471	871	-74.6%	Shares	Sole	2025-07-24
2025-03-31	$1,259,064	3,435	-1.3%	Shares	Sole	2025-05-05
2024-12-31	$1,513,991	3,481	+6.5%	Shares	Sole	2025-02-04
2024-09-30	$1,271,644	3,268	+39.2%	Shares	Sole	2025-02-04
2024-06-30	$906,022	2,348	+15.9%	Shares	Sole	2024-07-30
2024-03-31	$1,059,354	2,026	+20.5%	Shares	Sole	2024-07-30
2023-12-31	$824,163	1,682	-1.5%	Shares	Sole	2024-01-09
2023-09-30	$681,861	1,707	-62.8%	Shares	Sole	2023-10-12
2023-06-30	$2,161,465	4,593	-47.0%	Shares	Sole	2023-08-14
2023-03-31	$4,730,413	8,669	-5.7%	Shares	Sole	2023-04-18
2022-12-31	$4,313,098	9,195	-16.8%	Shares	Sole	2023-02-07
2022-09-30	$4,433,550	11,051	+3.6%	Shares	Sole	2022-11-08
2022-06-30	$4,111,529	10,666	0.0%	Shares	Sole	2022-09-06
2022-03-31	$4,247,414	10,666	-12.8%	Shares	Sole	2022-09-06
2021-12-31	$5,045,804	12,237	+0.5%	Shares	Sole	2022-01-12
2021-09-30	$4,394,561	12,176	+1.2%	Shares	Sole	2021-10-06
2021-06-30	$4,160,650	12,033	+6.9%	Shares	Sole	2021-07-13
2021-03-31	$3,481,254	11,260	-7.5%	Shares	Sole	2021-04-30
2020-12-31	$3,494,450	12,169	+11.6%	Shares	Sole	2021-01-25
2020-09-30	$2,442,053	10,903	+19.0%	Shares	Sole	2020-10-29
2020-06-30	$1,863,734	9,162	+244.0%	Shares	Sole	2020-08-05
2020-03-31	$467,889	2,663	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.