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
1,401Fair Isaac Corp 108115.3K $
1,402Manhattan Associates Inc 866115.3K $
1,403EPR Properties 2,307115.3K $
1,404SPDR Series Trust 353115.1K $
1,405Uniti Group Inc 12,271115.1K $
1,406Avista Corp 2,856114.6K $
1,407Invesco Preferred ETF 10,536114.6K $
1,408Equitable Holdings Inc 3,077114.2K $
1,409Mercury General Corp 1,295114.2K $
1,410iShares U.S. ETF Trust 1,921114.1K $
1,411Dexcom Inc 1,817114.1K $
1,412REV GROUP INC 1,783113.9K $
1,413Monolithic Power Systems Inc 104113.7K $
1,414Hewlett Packard Enterprise Co 4,763113.4K $
1,415SUNOCO LP 1,741113.1K $
1,416LPL Financial Holdings Inc 376113.1K $
1,417iShares MSCI China ETF 2,012113K $
1,418America Movil SAB de CV 4,414112.5K $
1,419Calamos Bitcoin 80 Series Structured Alt Protection ETF - October 5,595112.2K $
1,420Alliance Resource Partners LP 4,049112K $
1,421AutoNation Inc 571111.5K $
1,422Northpointe Bancshares Inc 6,438111.1K $
1,423ISHARES TRUST 1,635111.1K $
1,424Sanofi SA 2,295110.6K $
1,425Labcorp Holdings Inc 414110.5K $
1,426SS&C Technologies Holdings Inc 1,634110.4K $
1,427Oshkosh Corp 750110.4K $
1,428HF Sinclair Corp 1,762109.9K $
1,429Ferguson Enterprises Inc 471109.9K $
1,430Vanguard US Quality Factor ETF 736109.8K $
1,431INFLEQTION INC 11,175109.6K $
1,432Crown Holdings Inc 1,090109.3K $
1,433Enact Holdings Inc 2,651108.2K $
1,434Oceaneering International Inc 3,048108.1K $
1,435WisdomTree Trust 1,585107.8K $
1,436Huntsman Corp 8,085107.6K $
1,437Wingstop Inc 694107.5K $
1,438SP Funds S&P 500 Sharia Indust 2,229107.3K $
1,439Bank of Hawaii Corp 1,440106.9K $
1,440Invesco Bulletshares 2031 Corp 6,490106.8K $
1,441Blackstone Mortgage Trust Inc 5,573106.7K $
1,442Baxter International Inc 6,352106.7K $
1,443WisdomTree US High Dividend Fund 977106.7K $
1,444Sonoco Products Co 1,972106.7K $
1,445Franklin Resources Inc 4,479105.8K $
1,446Invesco China Technology ETF 2,296105.7K $
1,447Blue Owl Capital Inc 11,558105.5K $
1,448LTC Properties Inc 2,834105.3K $
1,449AZZ Inc 841105.2K $
1,450HCI Group Inc 679105K $
1,451OneMain Holdings Inc 1,948104.2K $
1,452HSBC Holdings PLC 1,258103.8K $
1,453Invesco BulletShares 2030 Corp 6,194103.6K $
1,454Independence Realty Trust Inc 6,953103.5K $
1,455Klaviyo Inc 5,287102.9K $
1,456National Vision Holdings Inc 3,964102.7K $
1,457Calamos Bitcoin 90 Series Structured Alt Protection ETF - April 4,665102.5K $
1,458Urban Outfitters Inc 1,617102.4K $
1,459Galaxy Digital Inc 5,541102.2K $
1,460Patrick Industries Inc 914101.5K $
1,461TALEN ENERGY CORP 318101.5K $
1,462iShares Trust 2,165101.4K $
1,463Calamos Bitcoin 80 Series Structured Alt Protection ETF January 5,370101.3K $
1,464iShares U.S. Financials ETF 856100.7K $
1,465iShares Trust 631100.7K $
1,466ISHARES INC 867100.6K $
1,467Healthpeak Properties Inc 6,122100.6K $
1,468Akamai Technologies Inc 87099.9K $
1,469First Trust Exchange-Traded Fund VIII 1,92199.5K $
1,470Baidu Inc 89099.2K $
1,471Rithm Capital Corp 10,45199.1K $
1,472Appfolio Inc 62598.6K $
1,473Global X Uranium ETF 2,03598.6K $
1,474Acushnet Holdings Corp 1,05398.4K $
1,475SPROTT SLVR MINER & PHY S 1,66398.4K $
1,476DBX ETF Trust 2,71598.2K $
1,477Permian Resources Corp 4,59998.1K $
1,478Innovator U.S. Equity Buffer E 2,27898K $
1,479Ameren Corp 89197.9K $
1,480Carnival PLC 3,80097.9K $
1,481SentinelOne Inc 7,54197.1K $
1,482Rigetti Computing Inc 6,89296.8K $
1,483Sociedad Quimica y Minera de Chile SA 1,19296.5K $
1,484PGIM Global High Yield Fund, Inc. 8,27396.4K $
1,485CenterPoint Energy Inc 2,22395.9K $
1,486ISHARES TRUST 2,70095.9K $
1,487Antero Resources Corp 2,25795.8K $
1,488iShares MSCI Emerging Markets Asia ETF 1,00095.7K $
1,489Viavi Solutions Inc 2,87495.6K $
1,490Armstrong World Industries Inc 57895.3K $
1,491EPAM Systems Inc 70395.2K $
1,492INVESCO EXCHANGE-TRADED FUND TRUST II 3,51994.9K $
1,493Okta Inc 1,20294.6K $
1,494CubeSmart 2,58094.6K $
1,495WisdomTree International MidCap Dividend Fund 1,13794.2K $
1,496Piper Sandler Cos 1,22994.1K $
1,497Tompkins Financial Corp 1,19394.1K $
1,498Vail Resorts Inc 73193.8K $
1,499Vanguard World Fund 1,44493.8K $
1,500Invesco Exchange-Traded Fund Trust 1,61093.3K $