IFP Advisors’s Applied Aerospace & Defense Inc AADX Stock Holding History

IFP Advisors’s Portfolio AADX Stock Details AADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.96K	Buy	+412	New	+$6.8K	﹤0.01%	3819

Other funds holding AADX

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

IFP Advisors's AADX Position: Q3 2026 in Review

IFP Advisors opened a new position in Applied Aerospace & Defense Inc (AADX) in Q3 2026: 412 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #3819 among its holdings.

8 funds tracked by Wall St. Rank hold AADX as of Q3 2026.

IFP Advisors held 412 shares of Applied Aerospace & Defense Inc worth $4.96K as of Q3 2026.
Applied Aerospace & Defense Inc was a new IFP Advisors position in Q3 2026.
Applied Aerospace & Defense Inc made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3819 holding.
8 funds tracked by Wall St. Rank held Applied Aerospace & Defense Inc as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.