IFP Advisors’s Alector ALEC Stock Holding History

IFP Advisors’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$178	Buy	96 +2	+2%	+$4	﹤0.01%	4899
2026 Q2	$189	Buy	94 +88	+1,467%	+$189	﹤0.01%	4860
2026 Q1	$13	Sell	6 -41	-87%	-$82	﹤0.01%	4946
2025 Q4	$73	Hold	47	–	–	﹤0.01%	4652
2025 Q3	$139	Buy	47 +38	+422%	+$84	﹤0.01%	4472
2025 Q2	$13	Buy	+9	New	+$11	﹤0.01%	4866
2025 Q1	–	Sell	-4	Closed	-$42	–	4307
2024 Q4	$42	Buy	+4	New	+$15	﹤0.01%	4303

Other funds holding ALEC

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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

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

FFO

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

IFP Advisors's ALEC Position: Q3 2026 in Review

IFP Advisors increased its Alector (ALEC) stake by 2.1% in Q3 2026, buying an estimated $4 and bringing the position to 96 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #4899.

IFP Advisors first reported a position in ALEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $189 in Q2 2026. 6 funds tracked by Wall St. Rank hold ALEC as of Q3 2026.

IFP Advisors held 96 shares of Alector worth $178 as of Q3 2026.
IFP Advisors bought 2 Alector shares in Q3 2026, an estimated $4.
Alector made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4899 holding.
IFP Advisors first reported a position in Alector in Q4 2024 and has held it in 7 quarters since.
IFP Advisors's Alector position peaked at $189 in Q2 2026.
6 funds tracked by Wall St. Rank held Alector as of Q3 2026.

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