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
1,301Workday Inc 1,075139.7K $
1,302IES Holdings Inc 293139.6K $
1,303Timothy Plan 3,003139.5K $
1,304PDD Holdings Inc 1,360139K $
1,305Dolby Laboratories Inc 2,310138.7K $
1,306Buckle Inc/The 2,752138.6K $
1,307Papa John's International Inc 4,259138K $
1,308Starwood Property Trust Inc 8,010137.9K $
1,309VANGUARD ADMIRAL FDS INC 1,206137.9K $
1,310Boot Barn Holdings Inc 940137.6K $
1,311Guidewire Software Inc 915136.8K $
1,312RingCentral Inc 3,672136.6K $
1,313Baker Hughes Co 2,228136K $
1,314Markel Group Inc 71135.9K $
1,315Legacy Education Inc 10,825135.5K $
1,316Evercore Inc 454135.5K $
1,317F&G Annuities & Life Inc 5,343135.3K $
1,318Zoom Communications Inc 1,680135.1K $
1,319ISHARES TRUST 3,709135K $
1,320First Trust Exchange-Traded Fund 5,280134.8K $
1,321KraneShares CSI China Internet ETF 4,739134.7K $
1,322Docusign Inc 2,825133.9K $
1,323Coterra Energy Inc 3,800133.5K $
1,324Cava Group Inc 1,644133K $
1,325Lamb Weston Holdings Inc 3,147133K $
1,326Dillard's Inc 232132.7K $
1,327Charles River Laboratories International Inc 768132.5K $
1,328Westinghouse Air Brake Technologies Corp 530132.5K $
1,329Williams-Sonoma Inc 726132.4K $
1,330MSC Income Fund Inc 10,777131.3K $
1,331Wisdom Tree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund 2,180131K $
1,332State Street Blackstone Senior Loan ETF 3,262130.9K $
1,333Encompass Health Corp 1,344130K $
1,334Keurig Dr Pepper Inc 4,918129.5K $
1,335Frontdoor Inc 2,443129.1K $
1,336Capital Group International Focus Equity ETF 4,375129K $
1,337iShares Trust 803128.9K $
1,338Align Technology Inc 751128.7K $
1,339Marriott Vacations Worldwide Corp 1,977128.7K $
1,340iShares Trust 5,247128K $
1,341Masimo Corp 717127.5K $
1,342SP Funds Dow Jones Global Suku 7,109127.3K $
1,343Hasbro Inc 1,356126.9K $
1,344Valmont Industries Inc 317126.7K $
1,345DoorDash Inc 839126K $
1,346Cambria Shareholder Yield ETF 1,670125.9K $
1,347Zurn Elkay Water Solutions Corp 2,805125.8K $
1,348Cooper Cos Inc/The 1,751125.2K $
1,349First Trust Exchange-Traded Fund VIII 2,240125.1K $
1,350Vanguard Intermediate-Term Tax-Exempt Bond ETF 1,250124.9K $
1,351Bright Horizons Family Solutions Inc 1,520124.8K $
1,352D-Wave Quantum Inc 8,650124.8K $
1,353NewMarket Corp 194124.3K $
1,354Anheuser-Busch InBev SA/NV 1,790124.2K $
1,355Terawulf Inc 8,600124.1K $
1,356International Flavors & Fragrances Inc 1,710124.1K $
1,357Zimmer Biomet Holdings Inc 1,370123.9K $
1,358Donegal Group Inc 7,210123.9K $
1,359HB Fuller Co 2,001123.4K $
1,360Avantis US Large Cap Value ETF 1,531123.4K $
1,361Outfront Media Inc 4,644123.1K $
1,362BioMarin Pharmaceutical Inc 2,178123K $
1,363Fortune Brands Innovations Inc 3,154122.9K $
1,364NuScale Power Corp 11,320122.7K $
1,365ISHARES TRUST 4,592122.7K $
1,366Global X Funds 3,133122.6K $
1,367Fox Corp 2,304122.3K $
1,368Crexendo Inc 19,794122.1K $
1,369Campbell's Company/The 5,483122.1K $
1,370FIDELITY COVINGTON TRUST 2,062121.8K $
1,371Western Union Co/The 13,929121.6K $
1,372Vanguard Core Bond ETF 1,565121.1K $
1,373Confluent Inc 3,891120.6K $
1,374SPDR Series Trust 847120.5K $
1,375Vanguard Scottsdale Funds 1,606120K $
1,376Loews Corp 1,122119.8K $
1,377ALLIANZIM US BF15 UNCAP JUL 4,191119.7K $
1,378Bath & Body Works Inc 6,392119.3K $
1,379NNN REIT Inc 2,834119.1K $
1,380iShares MSCI Emerging Markets Min Vol Factor ETF 1,839119K $
1,381Ovintiv Inc 1,999118.7K $
1,382VanEck Onchain Economy ETF 3,662118.5K $
1,383BK Technologies Corp 1,587118.4K $
1,384MGIC Investment Corp 4,510118.4K $
1,385Medical Properties Trust Inc 25,560118.3K $
1,386WP Carey Inc 1,741118.3K $
1,387Midland States Bancorp Inc 5,303118.3K $
1,388Terex Corp 2,001118.3K $
1,389Resideo Technologies Inc 3,508118.3K $
1,390Dorman Products Inc 1,133118.2K $
1,391Euronet Worldwide Inc 1,774117.7K $
1,392State Street SPDR Dow Jones Global Real Estate ETF 2,571117.7K $
1,393Landstar System Inc 733117.5K $
1,394Knight-Swift Transportation Holdings Inc 2,036117.2K $
1,395Ally Financial Inc 2,986117.1K $
1,396Kinetik Holdings Inc 2,417117K $
1,397Reinsurance Group of America Inc 571116.6K $
1,398Gap Inc/The 4,815116.5K $
1,399Expand Energy Corp 1,060116.4K $
1,400Expeditors International of Washington Inc 811116.2K $