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
1,501Flexshares Trust 2,32693.2K $
1,502iShares Trust 3,69693K $
1,503Circle Internet Group Inc 97492.9K $
1,504TCW Flexible Income ETF 2,36492.8K $
1,505Innovator U.S. Equity Buffer E 2,05592.2K $
1,506Reaves Utility Income Fund 2,34592.1K $
1,507Ball Corp 1,55491.9K $
1,508Avient Corp 2,52291.5K $
1,509United States Oil Fund LP 71991.5K $
1,510First Trust Intermediate Duration Preferred & Income Fund 5,17991.3K $
1,511Planet Fitness Inc 1,22791.3K $
1,512ROBO Global Robotics and Autom 1,33091K $
1,513First Trust Exchange-Traded Fund VIII 1,92990.7K $
1,514Pilgrim's Pride Corp 2,39190.3K $
1,515Avantis International Small Cap Value ETF 90490.3K $
1,516PTC Therapeutics Inc 1,32290.1K $
1,517SPDR Series Trust 2,99390K $
1,518Flexsteel Industries Inc 2,00189.9K $
1,519State Street SPDR Portfolio S& 1,97489.9K $
1,520Palomar Holdings Inc 75189.7K $
1,521Clearway Energy Inc 2,28089.3K $
1,522VF Corp 5,25189.2K $
1,523Diageo PLC 1,19889.2K $
1,524iShares Trust 1,36688.5K $
1,525RELX PLC 2,66388.3K $
1,526FIDELITY COVINGTON TRUST 2,58487.9K $
1,527FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND 3,91287.9K $
1,528Global Payments Inc 1,30587.8K $
1,529Reliance Inc 28887.5K $
1,530J M Smucker Co/The 90687.4K $
1,531Argan Inc 16087.1K $
1,532Carlisle Cos Inc 26187.1K $
1,533Astronics Corp 1,29786.5K $
1,534iShares U.S. Broker-Dealers & Securities Exchanges ETF 52686.4K $
1,535iShares Trust 1,97886.3K $
1,536Booz Allen Hamilton Holding Corp 1,10386.1K $
1,537Northern Lights Fund Trust III 2,05585.9K $
1,538Toro Co/The 91785.7K $
1,539Chimera Investment Corp 6,82685.7K $
1,540Cogent Biosciences Inc 2,22485.6K $
1,541KBR Inc 2,31785.4K $
1,542abrdn Bloomberg All Commodity Strategy K-1 Free ETF 3,51585.4K $
1,543State Street SPDR ICE Preferre 2,76585.3K $
1,544H2O America 1,45285.2K $
1,545Huntington Bancshares Inc/OH 5,43585.1K $
1,546Innovator U.S. Equity Buffer E 1,71984.2K $
1,547iShares MSCI All Country Asia 87284K $
1,548Richtech Robotics Inc 40,07583.8K $
1,549ISHARES TRUST 47683.7K $
1,550FNB Corp/PA 4,98783.4K $
1,551Universal Corp/VA 1,58183.3K $
1,552Fulton Financial Corp 4,09383.3K $
1,553Innovator U.S. Equity Buffer E 1,66982.9K $
1,554Immunocore Holdings PLC 2,74982.9K $
1,555FIDELITY COVINGTON TRUST 1,21682.8K $
1,556Primoris Services Corp 57982.8K $
1,557SPDR Bloomberg International C 2,66482.8K $
1,558SOUTHSTATE BANK CORP 89282.5K $
1,559Verisk Analytics Inc 43482.4K $
1,560Global X Lithium & Battery Tec 1,10382K $
1,561First Trust Exchange-Traded Fund VIII 1,99481.3K $
1,562BHP Group Ltd 1,11581.1K $
1,563Vanguard FTSE All World ex-US 55580.9K $
1,564Microchip Technology Inc 1,25180.8K $
1,565iShares Trust 86080.1K $
1,566HEICO Corp 37980K $
1,567Veralto Corp 90179.7K $
1,568First Trust Exchange-Traded Fund VIII 2,13679.1K $
1,569Rigel Pharmaceuticals Inc 2,91678.8K $
1,570A O Smith Corp 1,19478.7K $
1,571ProShares Ultra Technology 1,00078.4K $
1,572Maximus Inc 1,21778K $
1,573Ares Management Corp 71477.9K $
1,574Alliancebernstein Global High Income Fund Inc. 7,61077.4K $
1,575Main Street Capital Corp. 1,46177.4K $
1,576Ishares Inc 1,31377.2K $
1,577Innovator Equity Man 2,16076.5K $
1,578RadNet Inc 1,36876.5K $
1,579Parsons Corp 1,41076.4K $
1,580Harmony Gold Mining Co Ltd 4,96976.4K $
1,581CION Investment Corp. 11,15976.3K $
1,582Duolingo Inc 77376.2K $
1,583Tactile Systems Technology Inc 2,90275.8K $
1,584VanEck ETF Trust 1,04575.7K $
1,585Shore Bancshares Inc 4,04875.6K $
1,586Church & Dwight Co Inc 80975.5K $
1,587American Airlines Group Inc 7,02775.5K $
1,588Flowserve Corp 1,02275.1K $
1,589Terns Pharmaceuticals Inc 1,42475.1K $
1,590CPS Technologies Corp 20,00074.8K $
1,591NANO Nuclear Energy Inc 3,64674.7K $
1,592Chord Energy Corp 52374.4K $
1,593Guardant Health Inc 80474.3K $
1,594Keysight Technologies Inc 26374.3K $
1,595First Industrial Realty Trust Inc 1,28174.1K $
1,596Lamar Advertising Co 58474K $
1,597Eaton Vance Tax Mn 5,12873.9K $
1,598Enova International Inc 54373.8K $
1,599Aramark 1,81473.5K $
1,600Whirlpool Corp 1,35873.2K $