Empfehlung
8,0
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
35.5
8 neu, 4 erhöht, -3254K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | IFP Advisors, Inc |
|---|---|
| Ticker | |
| CIK | 0001641866 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:28:45.267181 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 36,799 | 74,899 | -38,100 | 4,992,030 | Reduziert | -50,9% | |
| Strengthening Families & Communities, LLC | 319,743 | 0 | 319,743 | 3,541,812 | Neu | +100,0% | |
| Siena Capital Partners GP, LLC | 120,149 | 115,149 | 5,000 | 3,009,732 | Aufgestockt | +4,3% | |
| Ethos Financial Group, LLC | 42,914 | 42,914 | 0 | 1,094,307 | Unverändert | 0,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 38,626 | 38,626 | 0 | 571,010 | Unverändert | 0,0% | |
| GAMMA Investing LLC | 16,742 | 13,653 | 3,089 | 331,018 | Aufgestockt | +22,6% | |
| Sterling Investment Advisors, Ltd. | 934 | 934 | 0 | 212,494 | Unverändert | 0,0% | |
| Bard Financial Services, Inc. | 41,614 | 41,614 | 0 | 85,943 | Unverändert | 0,0% | |
| Resolute Advisors LLC | 11,210 | 11,210 | 0 | 77,910 | Unverändert | 0,0% | |
| Comprehensive Financial Planning, Inc./PA | 4,504 | 4,504 | 0 | 37,400 | Unverändert | 0,0% | |
| 1620 INVESTMENT ADVISORS, INC. | 693 | 0 | 693 | 10,124 | Neu | +100,0% | |
| AMERIFLEX GROUP, INC. | 6,000 | 7,500 | -1,500 | 2,640 | Reduziert | -20,0% | |
| Financial Avengers, Inc. | 200 | 200 | 0 | 2,300 | Unverändert | 0,0% | |
| MILLER WEALTH ADVISORS, LLC | 18,000 | 0 | 18,000 | 2,103 | Neu | +100,0% | |
| First Command Advisory Services, Inc. | 2,664 | 0 | 2,664 | 826 | Neu | +100,0% | |
| Salomon & Ludwin, LLC | 8 | 8 | 0 | 169 | Unverändert | 0,0% | |
| ORG Partners LLC | 9 | 9 | 0 | 159 | Unverändert | 0,0% | |
| USAdvisors Wealth Management, LLC | 15,056 | 0 | 15,056 | 78 | Neu | +100,0% | |
| Main Street Group, LTD | 1,103 | 1,072 | 31 | 17 | Aufgestockt | +2,9% | |
| Motiv8 Investments LLC | 4,604 | 0 | 4,604 | 3 | Neu | +100,0% | |
| PROATHLETE WEALTH MANAGEMENT LLC | 194 | 194 | 0 | 2 | Unverändert | 0,0% | |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,000 | 2,000 | 0 | 0 | Unverändert | 0,0% | |
| ORG Wealth Partners, LLC | 453 | 5,453 | -5,000 | 0 | Reduziert | -91,7% | |
| Kohmann Bosshard Financial Services, LLC | 500 | 0 | 500 | 0 | Neu | +100,0% | |
| Douglas Lane & Associates, LLC | 10,000 | 10,000 | 0 | 0 | Unverändert | 0,0% | |
| Coston, McIsaac & Partners | 33,672 | 33,672 | 0 | 0 | Unverändert | 0,0% | |
| FLAGSHIP WEALTH ADVISORS, LLC | 73 | 323 | -250 | 0 | Reduziert | -77,4% | |
| Wealth Preservation Advisors, LLC | 10 | 10 | 0 | 0 | Unverändert | 0,0% | |
| FNY Investment Advisers, LLC | 23 | 0 | 23 | 0 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Generali Investments CEE, investicni spolecnost, a.s. | 36,799 | 4,992,030 | 48.69 |
| Siena Capital Partners GP, LLC | 120,149 | 3,009,732 | 29.35 |
| Ethos Financial Group, LLC | 42,914 | 1,094,307 | 10.67 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 38,626 | 571,010 | 5.57 |
| GAMMA Investing LLC | 16,742 | 331,018 | 3.23 |
| Sterling Investment Advisors, Ltd. | 934 | 212,494 | 2.07 |
| Comprehensive Financial Planning, Inc./PA | 4,504 | 37,400 | 0.36 |
| Financial Avengers, Inc. | 200 | 2,300 | 0.02 |
| MILLER WEALTH ADVISORS, LLC | 18,000 | 2,103 | 0.02 |
| First Command Advisory Services, Inc. | 2,664 | 826 | 0.01 |
| ORG Partners LLC | 9 | 159 | 0.00 |
| Motiv8 Investments LLC | 4,604 | 3 | 0.00 |
| PROATHLETE WEALTH MANAGEMENT LLC | 194 | 2 | 0.00 |
| Coston, McIsaac & Partners | 33,672 | 0 | 0.00 |
| FLAGSHIP WEALTH ADVISORS, LLC | 73 | 0 | 0.00 |
| Douglas Lane & Associates, LLC | 10,000 | 0 | 0.00 |
| Kohmann Bosshard Financial Services, LLC | 500 | 0 | 0.00 |
| Wealth Preservation Advisors, LLC | 10 | 0 | 0.00 |
| ORG Wealth Partners, LLC | 453 | 0 | 0.00 |