Titelia

Holdings of IFP Advisors, Inc

3899 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 16.2 % of the equity sleeve

Sector breakdown

  • Technology 11.8 %
  • Funds 8.1 %
  • Financials 4.2 %
  • Communication 4.2 %
  • Industrials 3.7 %
  • Consumer discretionary 3.5 %
  • Health care 2.8 %
  • Consumer staples 2.2 %
  • Energy 1.4 %
  • Utilities 1.2 %
  • Materials 0.9 %
  • Real estate 0.3 %
  • Unattributed 55.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • TW 0.2 %
  • ZA 0.2 %
  • GB 0.1 %
  • IL 0.1 %
  • NL 0.1 %
  • DK 0.0 %
  • IN 0.0 %
  • BR 0.0 %
  • KY 0.0 %
  • DE 0.0 %
  • CA 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3,7884.3B $99.22 %
2TW47.4M $0.17 %
3ZA47.3M $0.17 %
4GB216.2M $0.14 %
5IL34.4M $0.10 %
6NL54.2M $0.10 %
7DK3896.3K $0.02 %
8IN5889.5K $0.02 %
9BR7424.7K $0.01 %
10KY14377.5K $0.01 %
11DE3223.8K $0.01 %
12CA2198.7K $0.00 %

Positions

RankCompanySharesValueWeight
1,001Invesco S&P MidCap Momentum ET 2,008291.2K $
1,002Innovator U.S. Equity Buffer E 6,045290.7K $
1,003Hut 8 Corp 6,194290.6K $
1,004Goldman Sachs Access Treasury 0-1 Year ETF 2,896290.2K $
1,005VanEck High Yield Muni ETF 5,777289.7K $
1,006MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 1,302289.1K $
1,007Ishares Inc 7,272288.5K $
1,008Charter Communications, Inc. 1,334288K $
1,009Rocket Lab Corp 4,468286.9K $
1,010NetApp Inc 2,792285.9K $
1,011FS Credit Opportunities Corp 55,975285.5K $
1,012Allison Transmission Holdings Inc 2,436285.2K $
1,013Nuveen S&P 500 Buy-Write Income Fund 18,947284.8K $
1,014Northern Trust Corp 2,040284.7K $
1,015Watsco Inc 779283.4K $
1,016Carpenter Technology Corp 718283K $
1,017Universal Health Services Inc 1,580282.8K $
1,018Ishares Inc 5,206282.7K $
1,019ResMed Inc 1,253281.3K $
1,020TRP DIVIDEND GROWTH ETF 6,290280.7K $
1,021Ishares Inc 3,647274.4K $
1,022Entegris Inc 2,332273.4K $
1,023Fidelity Covington Trust 7,796272.2K $
1,024First Trust Exchange-Traded Fund VIII 6,497272.1K $
1,025PROCEPT BIOROBOTICS CORP 10,775269.5K $
1,026iShares Trust 5,528269.4K $
1,027Dover Corp 1,292269.3K $
1,028FirstCash Holdings Inc 1,430268.8K $
1,029Maze Therapeutics Inc 8,988268.3K $
1,030Mettler-Toledo International Inc 212267.4K $
1,031Graniteshares Gold Trust 5,765265.9K $
1,032Murphy Oil Corp 6,413264.5K $
1,033Lattice Semiconductor Corp 2,849264.3K $
1,034Eversource Energy 3,814264.2K $
1,035VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,495258.7K $
1,036Magnolia Oil & Gas Corp 8,181258.3K $
1,037Centene Corp 7,869257.6K $
1,038Kratos Defense & Security Solutions, Inc. 3,645257K $
1,039American International Group Inc 3,365253.2K $
1,040JB Hunt Transport Services Inc 1,191252.4K $
1,041Penske Automotive Group Inc 1,682251.5K $
1,042Elevance Health Inc 851249.1K $
1,043Invesco MSCI USA ETF 3,815248.6K $
1,044SPDR SERIES TRUST 2,628248.6K $
1,045Louisiana-Pacific Corp 3,411248.2K $
1,046Fifth Third Bancorp 5,335247.9K $
1,047WW Grainger Inc 226246.5K $
1,048Ventas Inc 3,009246.1K $
1,049Ingredion Inc 2,182245.8K $
1,050BorgWarner Inc 4,528245.7K $
1,051Kenvue Inc 14,224245.2K $
1,052Unum Group 3,357245.2K $
1,053Super Micro Computer Inc 10,766245.1K $
1,054AGNC Investment Corp 24,417244.9K $
1,055ALLIANZIM US EQ BUFFER20 APR 6,911244.5K $
1,056Sonida Senior Living Inc 7,526242.7K $
1,057iShares Core 60/40 Balanced Al 3,754241.6K $
1,058CDW Corp/DE 1,989240.7K $
1,059Clorox Co/The 2,308239.2K $
1,060Madrigal Pharmaceuticals Inc 456238.7K $
1,061Primerica Inc 952238.5K $
1,062Five Below Inc 1,042238.1K $
1,063Yum China Holdings Inc 4,873237.7K $
1,064Nordson Corp 893237.6K $
1,065STAG Industrial Inc 6,580237.3K $
1,066USCF ETF TRUST 8,700237K $
1,067Vanguard Large-Cap ETF 792236.7K $
1,068Travel + Leisure Co 3,409235.9K $
1,069Boyd Gaming Corp 2,866235.5K $
1,070Halozyme Therapeutics Inc 3,615233.6K $
1,071Zscaler Inc 1,663233.3K $
1,072Vanguard World Fund 1,295232.9K $
1,073HubSpot Inc 949231.7K $
1,074Synchrony Financial 3,400231.3K $
1,075Invesco RAFI US 1500 Small-Mid ETF 5,020230.3K $
1,076State Street SPDR Portfolio Short Term Treasury ETF 7,884230.1K $
1,077Hartford Multifactor Developed Markets ex-US ETF 5,831229.9K $
1,078Franklin Templeton ETF Trust 5,772229.8K $
1,079Ideaya Biosciences Inc 6,869228.9K $
1,080Brown & Brown Inc 3,501228.3K $
1,081Domino's Pizza Inc 635227.8K $
1,082First Trust Exchange-Traded Fund VIII 5,858227.8K $
1,083Chemed Corp 603227.8K $
1,084iShares Trust 2,208225.8K $
1,085Vanguard Scottsdale Funds 2,253225.7K $
1,086Procore Technologies Inc 3,952225.3K $
1,087Iron Mountain Inc 2,201224.8K $
1,088First Trust Exchange-Traded Fund VIII 6,004224.5K $
1,089FS KKR Capital Corp 21,985223.8K $
1,090Franklin Templeton ETF Trust 5,599223.2K $
1,091Veeva Systems Inc 1,270223.1K $
1,092ProShares Bitcoin ETF 23,937222.9K $
1,093Waters Corp 747222.5K $
1,094DraftKings Inc 10,277222.2K $
1,095Jack Henry & Associates Inc 1,400221.3K $
1,096First Trust Exchange-Traded Fund VIII 6,560220.1K $
1,097JOHN HANCOCK MULTI-FACTOR MID JOHN HANCOCK MULTI FACT MID 3,276219.9K $
1,098Group 1 Automotive Inc 665219.9K $
1,099J.P. MORGAN EXCHANGE-TRADED FUND TRUST 4,729218.3K $
1,100WeRide Inc 26,933217.9K $