IA
EFOR

IFP Advisors’s Everforth Inc EFOR Stock Holding History

IFP Advisors’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.74K Buy
489
+20
+4% +$489 ﹤0.01% 3479
2026
Q1 		$18.2K Buy
469
+431
+1,134% +$19.2K ﹤0.01% 2830
2025
Q4 		$1.83K Sell
38
-25
-40% -$1.15K ﹤0.01% 3874
2025
Q3 		$2.98K Buy
63
+23
+58% +$1.17K ﹤0.01% 3522
2025
Q2 		$3.4K Buy
40
+14
+54% +$765 ﹤0.01% 3628
2025
Q1 		$1.64K Sell
26
-4
-13% -$308 ﹤0.01% 3208
2024
Q4 		$2.5K Buy
30
+12
+67% +$1.1K ﹤0.01% 3016
2024
Q3 		$1.68K Buy
18
+1
+6% +$93 ﹤0.01% 2961
2024
Q2 		$1.5K Buy
17
+6
+55% +$573 ﹤0.01% 2891
2024
Q1 		$1.15K Buy
+11
New +$1.06K ﹤0.01% 2832
2023
Q1 		– Sell
-54
Closed -$4K – 3411
2022
Q4 		$4K Sell
54
-31
-36% -$2.72K ﹤0.01% 3852
2022
Q3 		$7K Buy
85
+63
+286% +$6.11K ﹤0.01% 3831
2022
Q2 		$2K Hold
22
– – ﹤0.01% 4081
2022
Q1 		$2K Buy
+22
New +$2.49K ﹤0.01% 4081
2020
Q2 		– Sell
-99
Closed -$5.25K – 2740
2020
Q1 		$3K Buy
99
+53
+115% +$3K ﹤0.01% 2222
2019
Q4 		$3K Sell
46
-6
-12% -$392 ﹤0.01% 2343
2019
Q3 		$3K Buy
+52
New +$3.21K ﹤0.01% 2504
2019
Q1 		– Sell
-129
Closed -$7K – 2414
2018
Q4 		$7K Sell
129
-4
-3% -$261 ﹤0.01% 2658
2018
Q3 		$10K Hold
133
– – ﹤0.01% 2838
2018
Q2 		$10K Sell
133
-66
-33% -$5.4K ﹤0.01% 2874
2018
Q1 		$13K Hold
199
– – ﹤0.01% 2623
2017
Q4 		$13K Sell
199
-41
-17% -$2.48K ﹤0.01% 2659
2017
Q3 		$13K Buy
240
+14
+6% +$700 ﹤0.01% 2865
2017
Q2 		$12K Sell
226
-7
-3% -$360 ﹤0.01% 2889
2017
Q1 		$11K Sell
233
-9
-4% -$417 ﹤0.01% 2851
2016
Q4 		$11K Buy
242
+14
+6% +$557 ﹤0.01% 2835
2016
Q3 		$8K Buy
228
+56
+33% +$2.08K ﹤0.01% 2951
2016
Q2 		$6K Buy
+172
New +$6.33K ﹤0.01% 3004
2016
Q1 		– Sell
-96
Closed -$4K – 2414
2015
Q4 		$4K Buy
+96
New +$4.2K ﹤0.01% 3052

Other funds holding EFOR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

IFP Advisors's EFOR Position: Q2 2026 in Review

IFP Advisors increased its Everforth Inc (EFOR) stake by 4.3% in Q2 2026, buying an estimated $489 and bringing the position to 489 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #3479.

IFP Advisors first reported a position in EFOR in Q4 2015 and has held it in 29 quarters since. The position peaked at $18.2K in Q1 2026. 36 funds tracked by Wall St. Rank hold EFOR as of Q2 2026.

  • IFP Advisors held 489 shares of Everforth Inc worth $8.74K as of Q2 2026.
  • IFP Advisors bought 20 Everforth Inc shares in Q2 2026, an estimated $489.
  • Everforth Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3479 holding.
  • IFP Advisors first reported a position in Everforth Inc in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's Everforth Inc position peaked at $18.2K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.