IA
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IFP Advisors’s Clarus CLAR Stock Holding History

IFP Advisors’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87 Buy
+32
New +$105 ﹤0.01% 4761
2025
Q2 		– Hold
0
– – – 4709
2025
Q1 		– Sell
-3
Closed -$14 – 4389
2024
Q4 		$14 Buy
+3
New +$13 ﹤0.01% 4501
2021
Q4 		– Sell
-200
Closed -$5K – 3394
2021
Q3 		$5K Sell
200
-30
-13% -$828 ﹤0.01% 2540
2021
Q2 		$6K Buy
+230
New +$4.91K ﹤0.01% 2387
2021
Q1 		– Sell
-50
Closed -$850 – 3224
2020
Q4 		$1K Hold
50
– – ﹤0.01% 2736
2020
Q3 		$1K Buy
+50
New +$625 ﹤0.01% 2611

Other funds holding CLAR

GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
PCM
Potomac Capital Management New York $114M AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return