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IFP Advisors’s AppFolio APPF Stock Holding History

IFP Advisors’s Portfolio APPF Stock Details APPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.6K Sell
625
-17
-3% -$3.22K ﹤0.01% 1849
2025
Q4 		$149K Buy
642
+14
+2% +$3.33K ﹤0.01% 1539
2025
Q3 		$173K Buy
628
+158
+34% +$42.7K ﹤0.01% 1358
2025
Q2 		$181K Sell
470
-172
-27% -$37.5K 0.01% 1319
2025
Q1 		$141K Buy
642
+623
+3,279% +$143K ﹤0.01% 1338
2024
Q4 		$4.69K Buy
+19
New +$4.45K ﹤0.01% 2818
2024
Q3 		– Sell
-100
Closed -$24.5K – 3311
2024
Q2 		$24.5K Hold
100
– – ﹤0.01% 1990
2024
Q1 		$24.7K Buy
+100
New +$21.6K ﹤0.01% 1878
2019
Q1 		– Sell
-40
Closed -$2K – 2401
2018
Q4 		$2K Hold
40
– – ﹤0.01% 3120
2018
Q3 		$3K Hold
40
– – ﹤0.01% 3381
2018
Q2 		$2K Buy
+40
New +$2.18K ﹤0.01% 3559

Other funds holding APPF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ACM
Ashe Capital Management Englewood Cliffs, New Jersey $797M AUM 4.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return