IFP Advisors
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IFP Advisors’s First Advantage FA Stock Holding History

IFP Advisors’s Portfolio FA Stock Details FA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$231 Hold
13
– – ﹤0.01% 4840
2026
Q2 		$235 Sell
13
-2
-13% -$29 ﹤0.01% 4833
2026
Q1 		$176 Buy
15
+13
+650% +$159 ﹤0.01% 4646
2025
Q4 		$29 Buy
+2
New +$28 ﹤0.01% 4765
2025
Q2 		– Sell
-12
Closed -$194 – 2937
2025
Q1 		$169 Hold
12
– – ﹤0.01% 3717
2024
Q4 		$225 Buy
+12
New +$228 ﹤0.01% 3676

Other funds holding FA

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return
Decker Retirement Planning
Decker Retirement Planning Levi, Utah $302M AUM 70.25% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

IFP Advisors's FA Position: Q3 2026 in Review

IFP Advisors held its First Advantage (FA) position steady in Q3 2026 at 13 shares worth $231. The position accounts for ﹤0.01% of the portfolio, ranked #4840.

IFP Advisors first reported a position in FA in Q4 2024 and has held it in 6 quarters since. The position peaked at $235 in Q2 2026. 50 funds tracked by Wall St. Rank hold FA as of Q3 2026.

  • IFP Advisors held 13 shares of First Advantage worth $231 as of Q3 2026.
  • IFP Advisors left its First Advantage share count unchanged in Q3 2026.
  • First Advantage made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4840 holding.
  • IFP Advisors first reported a position in First Advantage in Q4 2024 and has held it in 6 quarters since.
  • IFP Advisors's First Advantage position peaked at $235 in Q2 2026.
  • 50 funds tracked by Wall St. Rank held First Advantage as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.