Holdings of IFP Advisors, Inc
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 3,899 in 32 countries
- Top ten
- 16.2 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 11.9 %
- Funds 8.1 %
- Financials 4.2 %
- Communication 4.2 %
- Industrials 3.8 %
- Consumer discretionary 3.4 %
- Health care 2.8 %
- Consumer staples 2.2 %
- Energy 1.4 %
- Utilities 1.2 %
- Materials 0.8 %
- Real estate 0.3 %
- Unattributed 55.8 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.2 %
- Taiwan 0.2 %
- South Africa 0.2 %
- United Kingdom 0.1 %
- Israel 0.1 %
- Netherlands 0.1 %
- Denmark 0.0 %
- India 0.0 %
- Brazil 0.0 %
- Cayman Islands 0.0 %
- Germany 0.0 %
- Canada 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 3,788 | 4.3B $ | 99.22 % |
| 2 | Taiwan | 4 | 7.4M $ | 0.17 % |
| 3 | South Africa | 4 | 7.3M $ | 0.17 % |
| 4 | United Kingdom | 21 | 6.2M $ | 0.14 % |
| 5 | Israel | 3 | 4.4M $ | 0.10 % |
| 6 | Netherlands | 5 | 4.2M $ | 0.10 % |
| 7 | Denmark | 3 | 896.3K $ | 0.02 % |
| 8 | India | 5 | 889.5K $ | 0.02 % |
| 9 | Brazil | 7 | 424.7K $ | 0.01 % |
| 10 | Cayman Islands | 14 | 377.5K $ | 0.01 % |
| 11 | Germany | 3 | 223.8K $ | 0.01 % |
| 12 | Canada | 2 | 198.7K $ | 0.00 % |
Cite this page
Titelia. "Holdings of IFP Advisors, Inc". https://titelia.com/en/funds/US13F1641866