IFP Advisors
FLYX icon

IFP Advisors’s flyExclusive FLYX Stock Holding History

IFP Advisors’s Portfolio FLYX Stock Details FLYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18 Buy
15
+11
+275% +$14 ﹤0.01% 5144
2026
Q2 		$8 Sell
4
-1
-20% -$2 ﹤0.01% 5099
2026
Q1 		$11 Buy
+5
New +$14 ﹤0.01% 4959

Other funds holding FLYX

Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's FLYX Position: Q3 2026 in Review

IFP Advisors increased its flyExclusive (FLYX) stake by 275% in Q3 2026, buying an estimated $14 and bringing the position to 15 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #5144.

IFP Advisors first reported a position in FLYX in Q1 2026 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold FLYX as of Q3 2026.

  • IFP Advisors held 15 shares of flyExclusive worth $18 as of Q3 2026.
  • IFP Advisors bought 11 flyExclusive shares in Q3 2026, an estimated $14.
  • flyExclusive made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5144 holding.
  • IFP Advisors first reported a position in flyExclusive in Q1 2026 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held flyExclusive as of Q3 2026.

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