IA
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IFP Advisors’s DMC Global BOOM Stock Holding History

IFP Advisors’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$584 Buy
112
+94
+522% +$656 ﹤0.01% 4379
2025
Q4 		$120 Sell
18
-96
-84% -$663 ﹤0.01% 4561
2025
Q3 		$963 Buy
+114
New +$854 ﹤0.01% 3977
2025
Q2 		– Hold
0
– – – 4530
2025
Q1 		– Hold
0
– – – 4184
2024
Q4 		– Hold
0
– – – 4490
2023
Q1 		– Sell
-100
Closed -$4K – 3483
2022
Q4 		$4K Sell
100
-139
-58% -$2.57K ﹤0.01% 3859
2022
Q3 		$10K Buy
239
+100
+72% +$2.03K ﹤0.01% 3620
2022
Q2 		$6K Hold
139
– – ﹤0.01% 3662
2022
Q1 		$6K Hold
139
– – ﹤0.01% 3662
2021
Q4 		$6K Hold
139
– – ﹤0.01% 2403
2021
Q3 		$5K Hold
139
– – ﹤0.01% 2536
2021
Q2 		$8K Hold
139
– – ﹤0.01% 2281
2021
Q1 		$8K Buy
+139
New +$7.98K ﹤0.01% 2209
2018
Q2 		– Sell
-800
Closed -$20K – 3879
2018
Q1 		$20K Hold
800
– – ﹤0.01% 2381
2017
Q4 		$20K Buy
+800
New +$16.4K ﹤0.01% 2417

Other funds holding BOOM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return