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
2,501Arteris Inc 4597.5K $
2,502VanEck Biotech ETF 407.5K $
2,503Invesco Bond Fund 5007.5K $
2,504Senseonics Holdings Inc 1,1257.5K $
2,505iShares Trust 997.5K $
2,506Elanco Animal Health Inc 3127.5K $
2,507Fluence Energy Inc 5427.5K $
2,508MaxLinear Inc 4287.4K $
2,509Scholastic Corp 1907.4K $
2,510Burke & Herbert Financial Services Corp 1197.4K $
2,511Prestige Consumer Healthcare Inc 1257.4K $
2,512Academy Sports & Outdoors Inc 1317.4K $
2,513Strategic Education Inc 897.4K $
2,514WisdomTree Trust 1677.4K $
2,515Healthcare Realty Trust Inc 4327.3K $
2,516First Financial Corp 1167.3K $
2,517Haemonetics Corp 1307.3K $
2,518National Research Corp 4307.3K $
2,519Plexus Corp 367.3K $
2,520Udemy Inc 1,5587.2K $
2,521GATX Corp 427.2K $
2,522Portillo's Inc 1,3477.1K $
2,523Tidal ETF Trust - SoFi Select 500 ETF 577.1K $
2,524Cousins Properties Inc 3157.1K $
2,525Talos Energy Inc 4507.1K $
2,526Home BancShares Inc/AR 2637.1K $
2,527Metropolitan Bank Holding Corp 857.1K $
2,528Yelp Inc 2857.1K $
2,529Great Southern Bancorp Inc 1117K $
2,530SPX Technologies Inc 357K $
2,531Progyny Inc 4127K $
2,532Kosmos Energy Ltd 2,5047K $
2,533RXO Inc 4767K $
2,534YieldMax MSFT Option Income Strategy ETF 6006.9K $
2,535Arcutis Biotherapeutics Inc 2946.9K $
2,536Vicor Corp 436.9K $
2,537Ultra Clean Holdings Inc 1116.9K $
2,538Kearny Financial Corp/MD 9146.9K $
2,539Ryman Hospitality Properties Inc 746.8K $
2,540Vanguard U.S. Minimum Volatility ETF 516.8K $
2,541Innovator Intl Developed 10 Buffer ETF - Quarterly 2306.8K $
2,542Monarch Casino & Resort Inc 716.8K $
2,543Erie Indemnity Co 276.8K $
2,544Advanced Energy Industries Inc 216.8K $
2,545First Trust Exchange-Traded Fund II 2736.8K $
2,546Forestar Group Inc 2756.7K $
2,547VEON Ltd 1456.7K $
2,548Walker & Dunlop Inc 1516.7K $
2,549Solana ETF 8006.7K $
2,550Greenbrier Cos Inc/The 1276.7K $
2,551Alignment Healthcare Inc 3796.7K $
2,552KinderCare Learning Cos Inc 3,0296.7K $
2,553Unusual Machines Inc /US 5336.6K $
2,554Neogen Corp 7116.6K $
2,555Woori Financial Group Inc 996.6K $
2,556NCR Atleos Corp 1516.6K $
2,557UMH Properties Inc 4566.6K $
2,558Hologic Inc 876.6K $
2,559State Street SPDR Dow Jones REIT ETF 656.6K $
2,560Flushing Financial Corp 4276.6K $
2,561SPS Commerce Inc 1166.5K $
2,562Anavex Life Sciences Corp 2,0906.4K $
2,563LXP Industrial Trust 1386.4K $
2,564KB Financial Group Inc 646.4K $
2,565CITIUS PHARMACEUTICALS INC 7,0836.4K $
2,566MSC Industrial Direct Co Inc 696.4K $
2,567Methode Electronics Inc 1,1536.4K $
2,568Dimensional Emerging Markets V 1776.3K $
2,569PRESIDIO PROPERTY TRUST INC 2,7056.3K $
2,570Agilysys Inc 886.3K $
2,571Azenta Inc 2966.3K $
2,572Select Water Solutions Inc 4086.2K $
2,573World Acceptance Corp 466.2K $
2,574Indivior Pharmaceuticals Inc 2036.2K $
2,575URBAN-GRO INC 2806.2K $
2,576Asana Inc 9656.2K $
2,577First Trust Nasdaq Oil & Gas ETF 1606.2K $
2,578Compass Inc 8446.2K $
2,579BOK Financial Corp 486.1K $
2,580CONMED Corp 1736.1K $
2,581Zumiez Inc 2766.1K $
2,582Celanese Corp 926.1K $
2,583Franklin Templeton ETF Trust 2796K $
2,584Interparfums Inc 666K $
2,585Axcelis Technologies Inc 646K $
2,586Alpha Metallurgical Resources Inc 296K $
2,587Bloomin' Brands Inc 1,0985.9K $
2,588Revolve Group Inc 2625.9K $
2,589Penumbra Inc 185.9K $
2,590First Merchants Corp 1525.9K $
2,591Ralliant Corp 1415.9K $
2,592Weyco Group Inc 1825.8K $
2,593ProShares Trust 5005.8K $
2,594Exponent Inc 895.8K $
2,595Mitek Systems Inc 4305.8K $
2,596PIMCO Access Income Fund 4005.8K $
2,597OceanFirst Financial Corp 3195.8K $
2,598Teleflex Inc 485.7K $
2,599Relay Therapeutics Inc 5765.7K $
2,600ServiceTitan Inc 905.7K $