IA
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IFP Advisors’s NI Holdings NODK Stock Holding History

IFP Advisors’s Portfolio NODK Stock Details NODK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$296 Hold
23
– – ﹤0.01% 4539
2025
Q4 		$306 Buy
23
+2
+10% +$27 ﹤0.01% 4399
2025
Q3 		$285 Buy
21
+6
+40% +$79 ﹤0.01% 4313
2025
Q2 		$192 Buy
+15
New +$194 ﹤0.01% 4640
2025
Q1 		– Hold
0
– – – 4206
2024
Q4 		– Hold
0
– – – 4485

Other funds holding NODK

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
OCM
Orchard Capital Management Chicago, Illinois $95.9M AUM 45.49% 1-Year Est. Return