Holdings of IFP Advisors, Inc

Name: Holdings of IFP Advisors, Inc
Creator: Titelia
License: https://titelia.com/en/sources

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.

Rank	Country	Lines	Value	Share
1	US	3,788	4.3B $	99.22 %
2	TW	4	7.4M $	0.17 %
3	ZA	4	7.3M $	0.17 %
4	GB	21	6.2M $	0.14 %
5	IL	3	4.4M $	0.10 %
6	NL	5	4.2M $	0.10 %
7	DK	3	896.3K $	0.02 %
8	IN	5	889.5K $	0.02 %
9	BR	7	424.7K $	0.01 %
10	KY	14	377.5K $	0.01 %
11	DE	3	223.8K $	0.01 %
12	CA	2	198.7K $	0.00 %

Positions

Rank	Company	Shares	Value
3,001	Towne Bank/Portsmouth VA	60	2K $
3,002	European Wax Center Inc	349	2K $
3,003	Ardent Health Inc	234	2K $
3,004	InterContinental Hotels Group PLC	15	2K $
3,005	Granite Ridge Resources Inc	340	2K $
3,006	Albertsons Cos Inc	117	2K $
3,007	Invesco Equal Weight 0-30 Year Treasury ETF	73	2K $
3,008	iShares Trust	40	2K $
3,009	agilon health Inc	6,160	2K $
3,010	TechTarget Inc	502	1.9K $
3,011	Allspring Income Opportunities Fund	300	1.9K $
3,012	AMERISAFE Inc	58	1.9K $
3,013	Praxis Precision Medicines Inc	6	1.9K $
3,014	First Trust Exchange-Traded Fund VIII	43	1.9K $
3,015	Cipher Digital Inc	150	1.9K $
3,016	Kaiser Aluminum Corp	16	1.9K $
3,017	Highwoods Properties Inc	90	1.9K $
3,018	Gossamer Bio Inc	5,843	1.9K $
3,019	iShares Trust	44	1.9K $
3,020	Velocity Financial Inc	106	1.9K $
3,021	CareDx Inc	110	1.9K $
3,022	Lindsay Corp	16	1.9K $
3,023	San Juan Basin Royalty Trust	395	1.9K $
3,024	Progress Software Corp	74	1.9K $
3,025	Ingram Micro Holding Corp	79	1.8K $
3,026	Comstock Inc	600	1.8K $
3,027	Visteon Corp	20	1.8K $
3,028	FB Financial Corp	35	1.8K $
3,029	Ultrapar Participacoes SA	330	1.8K $
3,030	Independent Bank Corp	24	1.8K $
3,031	Orrstown Financial Services Inc	50	1.8K $
3,032	agilon health Inc	227	1.8K $
3,033	Verra Mobility Corp	125	1.8K $
3,034	8x8 Inc	1,070	1.8K $
3,035	Powerfleet Inc NJ	576	1.8K $
3,036	Red Rock Resorts Inc	33	1.8K $
3,037	Fermi Inc	301	1.8K $
3,038	Adaptive Biotechnologies Corp	126	1.7K $
3,039	CVB Financial Corp	90	1.7K $
3,040	Digital Turbine Inc	595	1.7K $
3,041	Ingevity Corp	24	1.7K $
3,042	TrustCo Bank Corp NY	39	1.7K $
3,043	Meridian Corp	90	1.7K $
3,044	Anixa Biosciences Inc	660	1.7K $
3,045	Community Healthcare Trust Inc	107	1.7K $
3,046	Oramed Pharmaceuticals Inc	500	1.7K $
3,047	Vanda Pharmaceuticals Inc	246	1.7K $
3,048	Credit Acceptance Corp	4	1.7K $
3,049	ESCO Technologies Inc	6	1.7K $
3,050	Jefferson Capital Inc	87	1.7K $
3,051	Bank of Marin Bancorp	65	1.7K $
3,052	Silicon Laboratories Inc	8	1.7K $
3,053	Full Truck Alliance Co Ltd	200	1.7K $
3,054	Hyster-Yale Inc	51	1.7K $
3,055	Rush Enterprises Inc	25	1.7K $
3,056	Rezolute Inc	541	1.7K $
3,057	Axia Energia	146	1.6K $
3,058	Sweetgreen Inc	317	1.6K $
3,059	Power Integrations Inc	32	1.6K $
3,060	Fidelity Covington Trust	51	1.6K $
3,061	Quantum-Si Inc	2,101	1.6K $
3,062	Mission Produce Inc	118	1.6K $
3,063	HomeTrust Bancshares Inc	38	1.6K $
3,064	Live Oak Bancshares Inc	49	1.6K $
3,065	CRA International Inc	10	1.6K $
3,066	Cogent Communications Holdings Inc	85	1.6K $
3,067	First Bank/Hamilton NJ	100	1.6K $
3,068	NIO Inc	264	1.6K $
3,069	John B Sanfilippo & Son Inc	20	1.6K $
3,070	MARA Holdings Inc	193	1.6K $
3,071	PCB Bancorp	70	1.6K $
3,072	AtriCure Inc	55	1.6K $
3,073	ADMA Biologics Inc	174	1.6K $
3,074	AIRO Group Holdings Inc	206	1.6K $
3,075	Eastern Bankshares Inc	80	1.6K $
3,076	NPK International Inc	108	1.6K $
3,077	Liberty Live Holdings Inc	17	1.6K $
3,078	FuelCell Energy Inc	237	1.5K $
3,079	Ishares Inc	59	1.5K $
3,080	Everus Construction Group Inc	13	1.5K $
3,081	Oncology Institute Inc/The	500	1.5K $
3,082	Navient Corp	187	1.5K $
3,083	Haverty Furniture Cos Inc	72	1.5K $
3,084	Schrodinger Inc/United States	134	1.5K $
3,085	Direxion Shares ETF Trust	24	1.5K $
3,086	Beacon Financial Corp	50	1.5K $
3,087	Brighthouse Financial Inc	25	1.5K $
3,088	SWK Holdings Corp.	88	1.5K $
3,089	Nextdoor Holdings Inc	1,065	1.5K $
3,090	Post Holdings Inc	15	1.5K $
3,091	Park National Corp	9	1.5K $
3,092	Yext Inc	374	1.4K $
3,093	Omnicell Inc	43	1.4K $
3,094	J P Morgan Exchange Traded Fund Trust	24	1.4K $
3,095	Medifast Inc	140	1.4K $
3,096	Banc of California Inc	81	1.4K $
3,097	ALGORHYTHM HOLDINGS INC	1,306	1.4K $
3,098	Investar Holding Corp	52	1.4K $
3,099	Greif Inc	16	1.4K $
3,100	Chemung Financial Corp	26	1.4K $