IFP Advisors’s Acadian Asset Management AAMI Stock Holding History

IFP Advisors’s Portfolio AAMI Stock Details AAMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.6K	Hold	72	–	–	﹤0.01%	3649
2026 Q2	$5.15K	Sell	72 -25	-26%	-$1.74K	﹤0.01%	3777
2026 Q1	$5.28K	Sell	97 -1	-1%	-$53	﹤0.01%	3492
2025 Q4	$4.61K	Buy	98 +54	+123%	+$2.49K	﹤0.01%	3456
2025 Q3	$2.12K	Buy	44 +4	+10%	+$178	﹤0.01%	3668
2025 Q2	$1.41K	Buy	+40	New	+$1.16K	﹤0.01%	4061
2024 Q4	–	Hold	0	–	–	–	3716
2021 Q3	–	Sell	-2	Closed	–	–	3480
2021 Q2	$0	Buy	+2	New	+$46	﹤0.01%	3270

Other funds holding AAMI

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

IFP Advisors's AAMI Position: Q3 2026 in Review

IFP Advisors held its Acadian Asset Management (AAMI) position steady in Q3 2026 at 72 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3649.

IFP Advisors first reported a position in AAMI in Q2 2021 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold AAMI as of Q3 2026.

IFP Advisors held 72 shares of Acadian Asset Management worth $6.6K as of Q3 2026.
IFP Advisors left its Acadian Asset Management share count unchanged in Q3 2026.
Acadian Asset Management made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3649 holding.
IFP Advisors first reported a position in Acadian Asset Management in Q2 2021 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held Acadian Asset Management as of Q3 2026.

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