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
801elf Beauty Inc 8,329504.8K $
802VanEck ETF Trust 28,887503.8K $
803First Trust Exchange-Traded Fund VIII 10,118503.1K $
804Incyte Corp 5,333501.9K $
805FQF TR 35,572496.6K $
806General Mills, Inc. 13,263493.6K $
807iShares MSCI Canada ETF 8,966491.2K $
808Airbnb Inc 3,886490.7K $
809Pacer Funds Trust - Pacer Tren 6,723490.5K $
810Schwab 5-10 Year Corporate Bond ETF 21,475487.1K $
811PG&E Corp 27,702486.7K $
812First Trust Exchange-Traded Fund IV 23,977486.2K $
813Prudential Financial, Inc. 4,972485.7K $
814BWX Technologies Inc 2,363483.2K $
815Vanguard Scottsdale Funds 10,286482.9K $
816Franklin FTSE Japan ETF 13,324482.1K $
817Toll Brothers Inc 3,526481.2K $
818Pinterest Inc 26,185480.2K $
819Innovator Emerging Markets Power Buffer ETF-October 14,955477.8K $
820Black Hills Corp 6,876477.3K $
821First Trust Exchange-Traded Fund VIII 15,568476.6K $
822iShares iBonds Dec 2034 Term C 18,197474.2K $
823FIRST TRUST EXCHANGE-TRADED FUND VIII 10,882473.9K $
824VANGUARD WORLD FUND 1,318473.2K $
825iShares Russell 3000 ETF 1,276473K $
826Rubrik Inc 9,641472.1K $
827HP Inc 24,484470.3K $
828United Bankshares Inc/WV 11,335469.5K $
829Gen Digital Inc 24,922469.3K $
830Ishares Inc 5,957468.6K $
831Pinnacle West Capital Corp. 4,634466.9K $
832Hilton Worldwide Holdings Inc 1,530465.2K $
833Public Storage 1,710463.2K $
834Dell Technologies Inc 2,815462K $
835Ameriprise Financial Inc 1,039461.7K $
836Innovator U.S. Equity Buffer E 9,619461.6K $
837iShares MSCI Pacific ex Japan ETF 8,651459.7K $
838Grayscale Bitcoin Mini Trust E 15,325459.6K $
839Argenx SE 629459.3K $
840Autodesk Inc 1,907456.5K $
841iShares Trust 3,297456.2K $
842Sprott Funds Trust 7,168452.7K $
843HDFC Bank Ltd 18,190452.6K $
844iShares Trust 21,858445.9K $
845Tapestry Inc 3,136442.5K $
846Franklin Templeton ETF Trust 13,318442.4K $
847TransMedics Group Inc 4,439441.3K $
848Wisdomtree Trust 10,778439.7K $
849CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF 16,657437.7K $
850SPDR Series Trust 4,393436.8K $
851ITT Inc 2,288435.9K $
852Synopsys Inc 1,099435.7K $
853ALLIANZIM US 6M BF10 APR-OCT 12,839433.7K $
854VanEck J. P. Morgan EM Local Currency Bond ETF 17,235432.8K $
855ARK ETF Trust 6,401432.6K $
856Halliburton Co 11,064431.4K $
857CBRE Group Inc 3,168429.1K $
858Astera Labs Inc 3,885425.8K $
859First Solar Inc 2,156425.3K $
860Principal Active High Yield ETF 22,424425.2K $
861Global X MLP ETF 7,852423K $
862Direxion HCM Tactical Enhanced US ETF 12,002422.4K $
863Schwab High Yield Bond ETF 16,179420.7K $
864Orchestra BioMed Holdings Inc 98,887420.3K $
865Moderna Inc 8,149414K $
866ICICI Bank Ltd 15,913412.1K $
867Coupang Inc 21,827412.1K $
868Paramount Skydance Corp. 45,640411.7K $
869Raymond James Financial Inc 2,842411.5K $
870Fox Corp 7,033410.7K $
871ALLIANZIM US EQ BUFFER20 NOV 12,266408.3K $
872KeyCorp 20,295406.9K $
873iShares Expanded Tech Sector ETF 3,425405.9K $
874Jacobs Solutions Inc 3,165402.8K $
875T Rowe Price Group Inc 4,462402.2K $
876iShares MSCI EAFE Min Vol Factor ETF 4,399401.9K $
877Ciena Corp 1,035401.8K $
878Tenet Healthcare Corp 2,128401.6K $
879VanEck Preferred Securities ex 22,645397.2K $
880Truist Financial Corp 8,639397.1K $
881iShares Trust 8,688395.8K $
882Snap-on Inc 1,089395.5K $
883Woodward Inc 1,100393.7K $
884Gartner Inc 2,474391.7K $
885UGI Corp 10,670388.6K $
886Gabelli Dividend & Income Trust 14,424388.4K $
887FS Specialty Lending Fund 30,941387.1K $
888PPG Industries Inc 3,620386.9K $
889WESCO International Inc 1,412386.4K $
890First Trust Exchange-Traded Fund VIII 8,701385.3K $
891ALLIANZIM US EQ BUFFER20 OCT 9,998384.6K $
892Figure Technology Solutions Inc 11,322384.4K $
893Sea Ltd 4,617382.3K $
894Vanguard World Fund 1,701382K $
895DR Horton Inc 2,779381.3K $
896Warby Parker Inc 18,098381.3K $
897SPDR Series Trust 16,850377.3K $
898Calamos Bitcoin 90% Protection Strategy ETF - January 18,150376.8K $
899InterDigital Inc 1,246376.3K $
900First Trust Exchange-Traded Fund VIII 11,215375.5K $