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
1,801AptarGroup Inc 35644.9K $
1,802Ceridian Hcm Holding 64044.7K $
1,803Coeur Mining Inc 2,38244.7K $
1,804Advance Auto Parts Inc 84544.6K $
1,805Bank7 Corp 1,11744.5K $
1,806Southwest Gas Holdings Inc 51044.3K $
1,807Perdoceo Education Corp 1,18844.2K $
1,808Puma Biotechnology Inc 6,90844.1K $
1,809Telefonica Brasil SA 2,75043.8K $
1,810Live Nation Entertainment Inc 28643.6K $
1,811RPM International Inc 43743.4K $
1,812MKS Inc 18943.4K $
1,813Rambus Inc 50243.2K $
1,814MFS MUN INCOME TR 8,01043.2K $
1,815Axos Financial Inc 50743.1K $
1,816Kforce Inc 1,47543.1K $
1,817Sila Realty Trust Inc 1,81943.1K $
1,818Freshworks Inc 5,35543K $
1,819Hancock Whitney Corp 67643K $
1,820Olin Corp 1,44543K $
1,821Allient Inc 72642.9K $
1,822Owens Corning 39642.9K $
1,823Brinker International Inc 29942.7K $
1,824EAGLE POINT CREDIT CO 11,35042.7K $
1,825Lazard Inc 99742.4K $
1,826Invesco Exchange-Traded Fund Trust 38542.1K $
1,827AvalonBay Communities, Inc. 25541.7K $
1,828BlackRock Utilities, Infrastructure & Power Opportunities Trust 1,57641.6K $
1,829United Fire Group Inc 1,11941.5K $
1,830SPDR Index Shares Funds 90841.4K $
1,831CAPITAL GROUP GLOBAL EQUITY ETF 1,35641.4K $
1,832Anterix Inc 1,07841.2K $
1,833Seacoast Banking Corp of Florida 1,35741.1K $
1,834PBF Energy Inc 86041K $
1,835LKQ Corp 1,38840.8K $
1,836Qualys Inc 46440.8K $
1,837IDT Corp 82740.6K $
1,838Pacer Trendpilot International 1,24840.6K $
1,839Air Lease Corp 62340.5K $
1,840VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 91040.5K $
1,841iShares ESG Aware MSCI USA Small-Cap ETF 86040.4K $
1,842McCormick & Co Inc/MD 80140.4K $
1,843TXNM Energy Inc 68940.3K $
1,844Tidal Trust II 1,80640.1K $
1,845FTAI Infrastructure Inc 8,11940.1K $
1,846GOLUB CAPITAL BDC INC 3,16340K $
1,847Blue Owl Capital Corp 3,61340K $
1,848BlackSky Technology Inc 1,58840K $
1,849First Trust Exchange-Traded Fund VIII 97839.6K $
1,850Warrior Met Coal Inc 42539.6K $
1,851Prosperity Bancshares Inc 58639.4K $
1,852STMicroelectronics NV 1,13639.2K $
1,853Strattec Security Corp 49738.9K $
1,854VanEck BDC Income ETF 3,01938.6K $
1,855Cognex Corp 78638.5K $
1,856Penguin Solutions Inc 2,17238.2K $
1,857Old National Bancorp/IN 1,72938.2K $
1,858Zebra Technologies Corp 18238.1K $
1,859Molson Coors Beverage Co 88338K $
1,860AngioDynamics Inc 3,34438K $
1,861iShares Aaa - A Rated Corporate Bond ETF 79737.9K $
1,862Americold Realty Trust Inc 3,30737.9K $
1,863EnerSys 21837.9K $
1,864Innodata Inc 98037.8K $
1,865H&R Block Inc 1,18937.7K $
1,866Artisan Partners Asset Management Inc 1,03437.6K $
1,867Agree Realty Corp 49937.6K $
1,868Powell Industries Inc 6937.3K $
1,869Bar Harbor Bankshares 1,14837.3K $
1,870Neuberger Energy Infrastructure and Income Fund Inc. 3,54037.2K $
1,871Selective Insurance Group Inc 49337.2K $
1,872FIDELITY COVINGTON TRUST 42937.1K $
1,873Eaton Vance Tax-Advantaged Divid Income Fd 1,50036.8K $
1,874iShares Select U.S. REIT ETF 59536.8K $
1,875Clear Secure Inc 76036.8K $
1,876Morningstar Inc 21736.7K $
1,877Caesars Entertainment Inc 1,38336.6K $
1,878Smartstop Self Storage REIT Inc 1,20736.5K $
1,879ALLIANZIM US EQ BUFFER20 FEB 1,09036.5K $
1,880Core & Main Inc 73536.3K $
1,881First Trust Exchange-Traded AlphaDEX Fund II 60236.1K $
1,882iShares Trust 86336.1K $
1,883ONE Gas Inc 41936.1K $
1,884First Trust Exchange-Traded Fund IV 1,74736.1K $
1,885Associated Banc-Corp 1,39336K $
1,886INVESCO VAN KAMPEN TR INVT GRADE MUNS 3,63535.9K $
1,887Civitas Resources In 1,30835.8K $
1,888Tilray Brands Inc 5,51335.7K $
1,889Fidelity Covington Trust 96635.7K $
1,890Science Applications International Corp 37535.6K $
1,891Avantis US Mid Cap Equity ETF 49235.5K $
1,892Innovator U.S. Equity Buffer E 76735.5K $
1,893GRAIL Inc 68635.5K $
1,894Eagle Materials Inc 18735.4K $
1,895Columbia Banking System Inc 1,29135.4K $
1,896INVESCO DB MULTI-SECTOR COMMODITY TRUST 1,29435.4K $
1,897Ollie's Bargain Outlet Holdings Inc 38235.2K $
1,898Primo Brands Corp 1,86735.2K $
1,899Northern Oil & Gas Inc 1,20035.1K $
1,900abrdn World Healthcare Fund 3,00035K $