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
2,001MFA Financial Inc 2,87227.5K $
2,002WidePoint Corp 5,50027.4K $
2,003Hecla Mining Co 1,46927.4K $
2,004Invesco Mortgage Capital Inc 3,38627.4K $
2,005Ethereum Investment Trust 1,60227.3K $
2,006FLEXSHARES STOXX GBL. BRO 42727.3K $
2,007Northwestern Energy Group Inc 41427.3K $
2,008PIMCO FUNDS 55027.3K $
2,009Kulicke & Soffa Industries Inc 41527.3K $
2,010Invitation Homes Inc 1,09427.2K $
2,011ADT Inc 4,11027K $
2,012Corebridge Financial Inc 1,12626.9K $
2,013COHEN & STEERS CAPITAL MANAGEMENT INC 1,43326.9K $
2,014WSFS Financial Corp 41026.8K $
2,015API Group Corp 65926.7K $
2,016Hayward Holdings Inc 1,99326.7K $
2,017Western Alliance Bancorp 37526.6K $
2,018Tutor Perini Corp 34426.6K $
2,01910X Genomics Inc 1,25026.5K $
2,020Polaris Inc 48626.5K $
2,021Atlantic Union Bankshares Corp 74026.4K $
2,022NVR Inc 426.4K $
2,023Newell Brands Inc 7,67726.3K $
2,024Vanguard Short-Term Tax-Exempt Bond ETF 26026.3K $
2,025iShares Trust 23926.2K $
2,026Humana Inc 15126.2K $
2,027J & J Snack Foods Corp 32926.1K $
2,028Ryanair Holdings PLC 44926K $
2,029WisdomTree Trust 93125.9K $
2,030Healthcare Services Group Inc 1,39625.9K $
2,031VanEck Pharmaceutical ETF 24925.9K $
2,032Madison Square Garden Sports Corp 8025.7K $
2,033Bio-Rad Laboratories Inc 9225.6K $
2,034Vanguard FTSE Pacific ETF 26225.6K $
2,035Global X Funds 32725.6K $
2,036Hanover Insurance Group Inc/The 14725.5K $
2,037Sarepta Therapeutics Inc 1,16925.4K $
2,038Build-A-Bear Workshop Inc 67925.4K $
2,039Dakota Gold Corp 5,03425.4K $
2,040OGE Energy Corp 52925.4K $
2,041Cactus Inc 53225.2K $
2,042Regency Centers Corp 33325.2K $
2,043Alaska Air Group Inc 68425.2K $
2,044Rexford Industrial Realty Inc 76725.1K $
2,045ALLIANZIM US BF15 UNCAP SEP 89225K $
2,046ARK ETF TRUST 20725K $
2,047Vanguard Bond Index Funds 36224.9K $
2,048CNA Financial Corp 54124.8K $
2,049Navitas Semiconductor Corp 2,83224.8K $
2,050EverQuote Inc 1,60924.8K $
2,051Navan Inc 1,86624.7K $
2,052Laureate Education Inc 70824.7K $
2,053CCC Intelligent Solutions Holdings Inc 4,09124.5K $
2,054PIMCO Municipal Income Fund II 3,22124.4K $
2,055Global X MSCI Argent 26024.3K $
2,056SEMrush Holdings Inc 2,01024K $
2,057TEGNA Inc 1,19824K $
2,058CSG Systems International Inc 29923.9K $
2,059ISHARES CORE 1-5 YEAR USD BO 49323.9K $
2,060IDEX Corp 12623.9K $
2,061Ishares Inc 55023.9K $
2,062Capital Group New Geography Equity ETF 74823.6K $
2,063FMC Corp 1,37023.6K $
2,064RxSight Inc 3,82923.6K $
2,065Phillips Edison & Co Inc 63023.6K $
2,066Recursion Pharmaceuticals Inc 7,65523.5K $
2,067TREEHOUSE FOODS, INC. 96623.5K $
2,068Smith & Nephew PLC 73823.5K $
2,069Piper Sandler Cos 30623.4K $
2,070Vodafone Group PLC 1,55523.4K $
2,071NewtekOne Inc 2,13023.3K $
2,072Bio-Techne Corp 44523.3K $
2,073Ishares Inc 43523.2K $
2,074Merit Medical Systems Inc 33723.2K $
2,075Zillow Group Inc 55823.1K $
2,076nLight Inc 40523.1K $
2,077National Bank Holdings Corp 58723K $
2,078United Natural Foods Inc 51023K $
2,079Highland Opportunities & Income Fund 4,01722.9K $
2,080BankUnited Inc 50622.9K $
2,081Boise Cascade Co 30122.8K $
2,082Alexander & Baldwin Inc 1,08822.7K $
2,083SP Funds S&P Global Technology 65422.7K $
2,084iShares China Large-Cap ETF 62622.5K $
2,085Global X Emerging Markets Bond ETF 95922.5K $
2,086NexPoint Diversified Real Estate Trust 4,80722.4K $
2,087First American Financial Corp 37222.4K $
2,088iShares U.S. Equity Factor ETF 33922.4K $
2,089First Trust Exchange-Traded Fund VIII 60022.4K $
2,090Accel Entertainment Inc 2,04822.3K $
2,091Mercantile Bank Corp 44122.3K $
2,092Ishares Inc 45322.1K $
2,093Estee Lauder Cos Inc/The 30722K $
2,094Brookfield Real Assets Income 1,71222K $
2,095Forgent Power Solutions Inc 75022K $
2,096MIND Technology Inc 2,62121.9K $
2,097SARATOGA INVESTMENT CORP 1,00021.9K $
2,098Vanguard Malvern Funds 43721.8K $
2,099Brown-Forman Corp 82121.7K $
2,100Taylor Devices Inc 38021.7K $