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IFP Advisors’s loanDepot LDI Stock Holding History

IFP Advisors’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.3K Buy
5,037
+1,759
+54% +$2.37K ﹤0.01% 3644
2026
Q1 		$4.66K Buy
3,278
+258
+9% +$530 ﹤0.01% 3572
2025
Q4 		$6.25K Sell
3,020
-50
-2% -$139 ﹤0.01% 3306
2025
Q3 		$9.43K Buy
+3,070
New +$7.09K ﹤0.01% 2933
2023
Q3 		– Sell
-167
Closed -$354 – 3449
2023
Q2 		$354 Hold
167
– – ﹤0.01% 3248
2023
Q1 		$3.67K Sell
167
-458
-73% -$959 ﹤0.01% 2688
2022
Q4 		$13K Sell
625
-1,810
-74% -$2.77K ﹤0.01% 3217
2022
Q3 		$52K Buy
2,435
+125
+5% +$205 ﹤0.01% 2337
2022
Q2 		$50K Hold
2,310
– – ﹤0.01% 2176
2022
Q1 		$50K Buy
+2,310
New +$10K ﹤0.01% 2176

Other funds holding LDI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's LDI Position: Q2 2026 in Review

IFP Advisors increased its loanDepot (LDI) stake by 54% in Q2 2026, buying an estimated $2.37K and bringing the position to 5,037 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3644.

IFP Advisors first reported a position in LDI in Q1 2022 and has held it in 10 quarters since. The position peaked at $52K in Q3 2022. 11 funds tracked by Wall St. Rank hold LDI as of Q2 2026.

  • IFP Advisors held 5,037 shares of loanDepot worth $6.3K as of Q2 2026.
  • IFP Advisors bought 1,759 loanDepot shares in Q2 2026, an estimated $2.37K.
  • loanDepot made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3644 holding.
  • IFP Advisors first reported a position in loanDepot in Q1 2022 and has held it in 10 quarters since.
  • IFP Advisors's loanDepot position peaked at $52K in Q3 2022.
  • 11 funds tracked by Wall St. Rank held loanDepot as of Q2 2026.

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