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IA
IFP Advisors’s
Alpha Architect 1-3 Month Box ETF
BOXX
Stock Holding History
IFP Advisors’s Portfolio
BOXX Stock Details
BOXX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$312K
Hold
2,682
–
–
0.01%
1168
2025
Q4
$309K
Hold
2,682
–
–
0.01%
1148
2025
Q3
$305K
Hold
2,682
–
–
0.01%
1087
2025
Q2
$302K
Sell
2,682
-2,000
-43%
-$224K
0.01%
1061
2025
Q1
$522K
Buy
4,682
+2,682
+134%
+$298K
0.02%
752
2024
Q4
$221K
Sell
2,000
-3,250
-62%
-$356K
0.01%
1082
2024
Q3
$572K
Sell
5,250
-1,550
-23%
-$168K
0.02%
643
2024
Q2
$733K
Buy
6,800
+870
+15%
+$93.2K
0.03%
529
2024
Q1
$631K
Buy
5,930
+1,852
+45%
+$196K
0.03%
545
2023
Q4
$429K
Buy
+4,078
New
+$426K
0.02%
631
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21.01%
1-Year Est. Return
EF
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$15.7B AUM
34.02%
1-Year Est. Return
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$56.4B AUM
24.96%
1-Year Est. Return
TWD
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$360M AUM
18.28%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
PPC
Pennington Partners & Co
Bethesda, Maryland
$292M AUM
14.64%
1-Year Est. Return
CFIM
Client First Investment Management
West Bend, Wisconsin
$237M AUM
90.27%
1-Year Est. Return
EFG
Ethos Financial Group
King Of Prussia, Pennsylvania
$1.37B AUM
19.43%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
IA
Insight Advisors
Newtown, Pennsylvania
$525M AUM
15.94%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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