IFP Advisors’s Miller Industries MLR Stock Holding History

IFP Advisors’s Portfolio MLR Stock Details MLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31K	Sell	681 -225	-25%	-$9.6K	﹤0.01%	2530
2025 Q4	$33.9K	Buy	906 +604	+200%	+$23.5K	﹤0.01%	2417
2025 Q3	$12.2K	Buy	302 +111	+58%	+$4.67K	﹤0.01%	2805
2025 Q2	$19.3K	Sell	191 -417	-69%	-$18.1K	﹤0.01%	2566
2025 Q1	$26K	Buy	608 +301	+98%	+$17.5K	﹤0.01%	2185
2024 Q4	$20.5K	Buy	307 +297	+2,970%	+$20.2K	﹤0.01%	2234
2024 Q3	$610	Hold	10	–	–	﹤0.01%	3128
2024 Q2	$550	Hold	10	–	–	﹤0.01%	3079
2024 Q1	$501	Hold	10	–	–	﹤0.01%	2974
2023 Q4	$423	Hold	10	–	–	﹤0.01%	2889
2023 Q3	$392	Hold	10	–	–	﹤0.01%	3129
2023 Q2	$355	Hold	10	–	–	﹤0.01%	3247
2023 Q1	$272	Hold	10	–	–	﹤0.01%	3248
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	4405
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	4613
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	4389
2022 Q1	$1K	Buy	+10	New	+$308	﹤0.01%	4388
2016 Q1	–	Sell	-235	Closed	-$5K	–	2994
2015 Q4	$5K	Buy	+235	New	+$5.13K	﹤0.01%	2968

Other funds holding MLR

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return