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
3,101PrimeEnergy Resources Corp 61.4K $
3,102Movado Group Inc 571.4K $
3,103SiTime Corp 41.4K $
3,104Arcellx Inc 121.4K $
3,105Amphastar Pharmaceuticals Inc 701.4K $
3,106Badger Meter Inc 91.4K $
3,107Surgery Partners Inc 1151.4K $
3,108SmartFinancial Inc 351.4K $
3,109Fulgent Genetics Inc 861.4K $
3,110Security National Financial Corp 1441.4K $
3,111Atmus Filtration Technologies Inc 241.4K $
3,112CNB Financial Corp/PA 471.4K $
3,113Fidelity Merrimack Street Trust 271.4K $
3,114UMB Financial Corp 121.4K $
3,115Insperity Inc 501.4K $
3,116Finward Bancorp 371.3K $
3,117Treace Medical Concepts Inc 1,0011.3K $
3,118Washington Trust Bancorp Inc 401.3K $
3,119abrdn Emerging Markets ex China Fund Inc. 1821.3K $
3,120Tandem Diabetes Care Inc 691.3K $
3,121GoodRx Holdings Inc 6741.3K $
3,122Biglari Holdings Inc 41.3K $
3,123Plumas Bancorp 271.3K $
3,124Pebblebrook Hotel Trust 1041.3K $
3,125PennyMac Financial Services Inc 151.3K $
3,126Aura Biosciences Inc 1951.3K $
3,127RBB Bancorp 611.3K $
3,128Sunbelt Rentals Holdings Inc 201.3K $
3,129Stewart Information Services Corp 211.3K $
3,130PC Connection Inc 221.3K $
3,131Alphatec Holdings Inc 1181.3K $
3,132Castle Biosciences Inc 521.3K $
3,133Hippo Holdings Inc 491.3K $
3,134Unisys Corp 6111.3K $
3,135Energizer Holdings Inc 771.3K $
3,136TFS Financial Corp 901.3K $
3,137DENTSPLY SIRONA Inc 1081.3K $
3,138Central Garden & Pet Co 341.3K $
3,139MediaAlpha Inc 1341.2K $
3,140iHeartMedia Inc 4231.2K $
3,141Camden National Corp 261.2K $
3,142Green Dot Corp 1101.2K $
3,143LCI Industries 101.2K $
3,144CF Bankshares Inc 441.2K $
3,145Stitch Fix Inc 3711.2K $
3,146Ares Commercial Real Estate Corp 2551.2K $
3,147State Street SPDR Portfolio TIPS ETF 471.2K $
3,148American Superconductor Corp 361.2K $
3,149Princeton Bancorp Inc 361.2K $
3,150Alumis Inc 551.2K $
3,151Spyre Therapeutics Inc 241.2K $
3,152Turtle Beach Corp 1191.2K $
3,153ConnectOne Bancorp Inc 451.2K $
3,154Concentra Group Holdings Parent Inc 561.2K $
3,155Tennant Co 181.2K $
3,156Casella Waste Systems Inc 151.2K $
3,157First Bancorp/Southern Pines NC 211.2K $
3,158BioCryst Pharmaceuticals Inc 1241.2K $
3,159QuantumScape Corp 1851.2K $
3,160Dave & Buster's Entertainment Inc 1081.2K $
3,161VanEck Robotics ETF 221.2K $
3,162Lexeo Therapeutics Inc 2031.2K $
3,163Inogen Inc 1871.2K $
3,164Cerence Inc 1831.2K $
3,165Nature's Sunshine Products Inc 481.2K $
3,166Prairie Operating Co 5641.1K $
3,167Carter Bankshares Inc 491.1K $
3,168State Street SPDR S&P International Small Cap ETF 271.1K $
3,169Emergent BioSolutions Inc 1371.1K $
3,170Select Medical Holdings Corp 691.1K $
3,171Safehold Inc 831.1K $
3,172Greene County Bancorp Inc 501.1K $
3,173Savers Value Village Inc 1501.1K $
3,174Apartment Investment and Management Co 2741.1K $
3,175AMC Entertainment Holdings Inc 1,1331.1K $
3,176Hovnanian Enterprises Inc 101.1K $
3,177Helios Technologies Inc 171.1K $
3,178Bowhead Specialty Holdings Inc 491.1K $
3,179Enviri Corp 561.1K $
3,180RLJ Lodging Trust 1481.1K $
3,181York Water Co/The 361.1K $
3,182Advent Convertible and Income 981.1K $
3,183Futu Holdings Ltd 81.1K $
3,184Horizon Bancorp Inc/IN 661.1K $
3,185Ishares Inc 191.1K $
3,186Banner Corp 181.1K $
3,187Fate Therapeutics Inc 9081.1K $
3,188German American Bancorp Inc 261.1K $
3,189Virgin Galactic Holdings Inc 4461.1K $
3,190Gentherm Inc 391.1K $
3,191FLUX POWER HOLDINGS INC 1,0001.1K $
3,192Mativ Holdings Inc 1231.1K $
3,193ZipRecruiter Inc 5811.1K $
3,194Douglas Emmett Inc 1131.1K $
3,195Infinity Natural Resources Inc 601.1K $
3,196Holley Inc 3431.1K $
3,197Telefonaktiebolaget LM Ericsson 931K $
3,198MVB Financial Corp 421K $
3,199BLINK CHARGING CO 1,8301K $
3,200American Woodmark Corp 261K $