IFP Advisors’s CareDx CDNA Stock Holding History

IFP Advisors’s Portfolio CDNA Stock Details CDNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91K	Buy	110 +50	+83%	+$946	﹤0.01%	3982
2025 Q4	$1.13K	Sell	60 -65	-52%	-$1.09K	﹤0.01%	4032
2025 Q3	$1.82K	Sell	125 -8	-6%	-$114	﹤0.01%	3738
2025 Q2	$2.75K	Buy	+133	New	+$2.36K	﹤0.01%	3738
2025 Q1	–	Sell	-20	Closed	-$428	–	4383
2024 Q4	$428	Buy	+20	New	+$486	﹤0.01%	3460
2023 Q3	–	Sell	-340	Closed	-$2.89K	–	3335
2023 Q2	$2.89K	Hold	340	–	–	﹤0.01%	2754
2023 Q1	$4.57K	Hold	340	–	–	﹤0.01%	2604
2022 Q4	$5K	Sell	340 -23	-6%	-$341	﹤0.01%	3764
2022 Q3	$6K	Hold	363	–	–	﹤0.01%	3915
2022 Q2	$6K	Hold	363	–	–	﹤0.01%	3663
2022 Q1	$6K	Buy	363 +23	+7%	+$896	﹤0.01%	3663
2021 Q4	$15K	Hold	340	–	–	﹤0.01%	2059
2021 Q3	$22K	Sell	340 -160	-32%	-$12.2K	﹤0.01%	1936
2021 Q2	$46K	Sell	500 -1	-0.2%	-$79	﹤0.01%	1567
2021 Q1	$34K	Buy	501 +498	+16,600%	+$38.7K	﹤0.01%	1608
2020 Q4	$0	Sell	3 -5	-63%	-$290	﹤0.01%	3110
2020 Q3	$0	Buy	+8	New	+$270	﹤0.01%	2987
2020 Q2	–	Hold	0	–	–	–	2869
2020 Q1	–	Hold	0	–	–	–	2895
2019 Q4	–	Hold	0	–	–	–	2943
2019 Q3	–	Hold	0	–	–	–	3157
2019 Q1	$32K	Sell	1,000 -3,900	-80%	-$114K	﹤0.01%	1148
2018 Q4	$115K	Sell	4,900 -5,200	-51%	-$134K	0.01%	1122
2018 Q3	$291K	Buy	10,100 +1,000	+11%	+$18.7K	0.01%	897
2018 Q2	$111K	Buy	+9,100	New	+$104K	﹤0.01%	1412
2016 Q2	–	Sell	-1,000	Closed	-$32K	–	3857
2016 Q1	$32K	Buy	+1,000	New	+$5.12K	﹤0.01%	1148

Other funds holding CDNA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Chevy Chase Trust

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return