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
601VanEck IG Floating Rate ETF 38,311976.2K $
602Arista Networks Inc 7,930973.6K $
603Dimensional ETF Trust 27,258973.4K $
604Expedia Group Inc 4,214973K $
605Chipotle Mexican Grill Inc 30,386972.7K $
606BNY Mellon ETF Trust 21,805971.2K $
607BJ's Wholesale Club Holdings Inc 9,860970.4K $
608Hartford Insurance Group Inc/The 7,167969.2K $
609Vanguard Bond Index Funds 12,535967.5K $
610Illinois Tool Works Inc 3,710965.7K $
611Valero Energy Corp 3,897962.9K $
612AutoZone Inc 282952.5K $
613Roundhill Magnificent Seven ET 16,342946.9K $
614iShares S&P Small-Cap 600 Growth ETF 6,537946K $
615Western Digital Corp 3,489943.7K $
616Timothy Plan 22,693938.6K $
617Invesco Ultra Short Duration E 18,720938.2K $
618AAM Low Duration Preferred and 48,286934.8K $
619Vanguard Real Estate ETF 10,464928.2K $
620Innovator U.S. Small Cap Power Buffer ETF - October 27,317926.8K $
621Sandisk Corp/DE 1,446918.7K $
622United Therapeutics Corp 1,545916.2K $
623Fidelity Covington Trust 25,424914.2K $
624FedEx Corp 2,548907.5K $
625Invesco Exchange-Traded Fund T 16,586904.8K $
626Darden Restaurants Inc 4,609903.5K $
627State Street SPDR S&P Dividend ETF 6,175901.2K $
628Comfort Systems USA Inc 652899.1K $
629S&P Global Inc 2,109897K $
630First Trust Exchange-Traded Fund VIII 20,805893.8K $
631Paychex Inc 9,702893.7K $
632Novo Nordisk A/S 24,240890.8K $
633Stryker Corp 2,699886.9K $
634Eastman Chemical Co 11,567882.8K $
635Flexshares Trust 16,000882.6K $
636iShares Trust 20,695879.4K $
637Welltower Inc 4,434876.6K $
638Innovator U.S. Small Cap Power Buffer ETF - July 27,339875.7K $
639WesBanco Inc 25,296872.5K $
640State Street SPDR S&P MidCap 400 ETF Trust 1,410869.6K $
641SPDR Bloomberg Emerging Markets Local Bond ETF 41,819863.1K $
642CME Group Inc 2,900856.5K $
643ProShares Trust 8,026850.8K $
644AeroVironment Inc 4,629847.3K $
645CVS Health Corp 11,648836.6K $
646State Street SPDR Nuveen ICE High Yield Municipal Bond ETF 33,677835.2K $
647First Trust Health Care AlphaDEX Fund 7,602834.5K $
648Mondelez International Inc 14,327825.8K $
649RBC Bearings Inc 1,513821.7K $
650Invesco Exchange-Traded Fund Trust 10,799820.9K $
651Toast Inc 30,917819.6K $
652LISTED FUNDS TRUST 17,482817.1K $
653Deckers Outdoor Corp 8,134814.1K $
654Warner Bros Discovery Inc 29,611813.1K $
655Lumentum Holdings Inc 1,155811.7K $
656iPath Bloomberg Commodity Index Total Return ETN 16,825810K $
657Celsius Holdings Inc 22,819809.6K $
658AECOM 9,544809.5K $
659iShares S&P Mid-Cap 400 Growth ETF 8,012806.2K $
660Latham Group Inc 149,505802.8K $
661GE HealthCare Technologies Inc 11,234799.6K $
662VanEck Fallen Angel High Yield 27,841799.6K $
663Global X Artificial Intelligence & Technology ETF 17,109798.5K $
664INVESCO AEROSPACE & DEFEN 4,792794K $
665Ares Capital Corp 44,002792.9K $
666Franklin Senior Loan ETF 34,434792K $
667Ford Motor Co 68,282788K $
668iShares ESG Aware MSCI USA ETF 5,549784.7K $
669American Electric Power Co Inc 5,962781.5K $
670MongoDB Inc 3,156772.5K $
671Janus Henderson Mortgage-Backed Securities ETF 17,057770.6K $
672iShares iBonds Dec 2033 Term C 29,648766.4K $
673WisdomTree US SmallCap Dividen 21,302765.6K $
674BondBloxx Bloomberg Two Year T 15,400759.1K $
675T-Mobile US Inc 3,613758.8K $
676Nucor Corp 4,487758.8K $
677Xylem Inc/NY 6,335757K $
678FIDELITY COVINGTON TRUST 10,756756.8K $
679Dollar General Corp 6,361755.2K $
680Kroger Co/The 10,396752.3K $
681CAPITAL GROUP MUNICIPAL INCOME ETF 27,565748.4K $
682Constellation Brands Inc 4,981747.2K $
683American Century ETF Trust 6,757746.4K $
684Select Sector Spdr Trust 9,092745.4K $
685First Trust Exchange-Traded Fund VIII 13,614745K $
686Fidelity Covington Trust 19,591744.5K $
687Old Republic International Corp 18,637743.6K $
688Timothy Plan 20,623743.3K $
689Rockwell Automation Inc 2,070742.9K $
690Williams Cos Inc/The 10,119736.5K $
691F5 Inc 2,544736.1K $
692iShares iBoxx USD Investment Grade Corporate Bond ETF 6,748735.5K $
693Principal Financial Group Inc 8,138733.3K $
694EQT Corp 11,475730.3K $
695Schwab US TIPS ETF 27,352727.8K $
696Fidelity Wise Origin Bitcoin Fund 12,290725.5K $
697Vanguard Russell 3000 2,521725K $
698Prologis Inc 5,484724.9K $
699iShares High Yield Muni Active ETF 15,048722K $
700Cognizant Technology Solutions Corp. 11,714718.7K $