IA
ADV icon

IFP Advisors’s Advantage Solutions ADV Stock Holding History

IFP Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$130 Buy
100
+99
+9,900% +$1.91K ﹤0.01% 4701
2025
Q4 		$18 Hold
1
– – ﹤0.01% 4808
2025
Q3 		$37 Buy
+1
New +$42 ﹤0.01% 4693
2025
Q2 		– Hold
0
– -$5 – 4910
2025
Q1 		– Hold
0
– – – 4259
2024
Q4 		– Hold
0
– – – 4532
2023
Q1 		– Sell
-25
Closed -$6K – 3366
2022
Q4 		$6K Buy
+25
New +$1.57K ﹤0.01% 3659
2021
Q3 		– Hold
0
– – – 3380
2021
Q2 		– Hold
0
– – – 3067
2021
Q1 		– Hold
0
– – – 3012
2020
Q4 		– Hold
0
– – – 2937

Other funds holding ADV

CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return