IA
CERT icon

IFP Advisors’s Certara CERT Stock Holding History

IFP Advisors’s Portfolio CERT Stock Details CERT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.19K Buy
1,436
+6
+0.4% +$46 ﹤0.01% 3256
2025
Q4 		$12.6K Sell
1,430
-50
-3% -$515 ﹤0.01% 2946
2025
Q3 		$18.1K Buy
+1,480
New +$16.2K ﹤0.01% 2629
2025
Q2 		– Hold
0
– – – 3016
2025
Q1 		– Sell
-39
Closed -$474 – 3576
2024
Q4 		$1.03K Buy
+39
New +$424 ﹤0.01% 3269
2024
Q1 		– Sell
-103
Closed -$1.81K – 3138
2023
Q4 		$1.81K Hold
103
– – ﹤0.01% 2703
2023
Q3 		$1.5K Buy
103
+64
+164% +$1.08K ﹤0.01% 2910
2023
Q2 		$711 Buy
39
+3
+8% +$63 ﹤0.01% 3142
2023
Q1 		$1.37K Sell
36
-95
-73% -$1.88K ﹤0.01% 3010
2022
Q4 		$5K Sell
131
-36
-22% -$522 ﹤0.01% 3765
2022
Q3 		$7K Buy
+167
New +$3.08K ﹤0.01% 3835
2022
Q1 		– Sell
-563
Closed -$16K – 4548
2021
Q4 		$16K Buy
+563
New +$18.9K ﹤0.01% 2036

Other funds holding CERT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return