IFP Advisors’s Century Communities CCS Stock Holding History

IFP Advisors’s Portfolio CCS Stock Details CCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.53K	Buy	79 +7	+10%	+$450	﹤0.01%	3586
2025 Q4	$4.27K	Sell	72 -6	-8%	-$365	﹤0.01%	3496
2025 Q3	$4.94K	Buy	78 +9	+13%	+$568	﹤0.01%	3253
2025 Q2	$3.89K	Buy	+69	New	+$3.87K	﹤0.01%	3549
2025 Q1	–	Sell	-2	Closed	-$147	–	4369
2024 Q4	$147	Buy	+2	New	+$178	﹤0.01%	3878
2020 Q1	–	Sell	-58	Closed	-$1.66K	–	2783
2019 Q4	$2K	Hold	58	–	–	﹤0.01%	2490
2019 Q3	$2K	Buy	+58	New	+$1.61K	﹤0.01%	2662
2019 Q1	–	Sell	-58	Closed	-$1K	–	2504
2018 Q4	$1K	Hold	58	–	–	﹤0.01%	3279
2018 Q3	$2K	Buy	+58	New	+$1.74K	﹤0.01%	3518
2017 Q2	–	Sell	-96	Closed	-$2K	–	4085
2017 Q1	$2K	Hold	96	–	–	﹤0.01%	3629
2016 Q4	$2K	Sell	96 -36	-27%	-$747	﹤0.01%	3621
2016 Q3	$3K	Hold	132	–	–	﹤0.01%	3433
2016 Q2	$2K	Buy	+132	New	+$2.33K	﹤0.01%	3445
2016 Q1	–	Sell	-36	Closed	-$1K	–	2506
2015 Q4	$1K	Buy	+36	New	+$681	﹤0.01%	3485

Other funds holding CCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return