IFP Advisors’s Stem STEM Stock Holding History

IFP Advisors’s Portfolio STEM Stock Details STEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.1K	Hold	1,478	–	–	﹤0.01%	3027
2025 Q4	$22.2K	Sell	1,478 -1	-0.1%	-$19	﹤0.01%	2677
2025 Q3	$25.9K	Buy	1,479 +1,066	+258%	+$15.1K	﹤0.01%	2445
2025 Q2	$283	Buy	413 +408	+8,160%	+$3.66K	﹤0.01%	4565
2025 Q1	$35	Sell	5 -50	-91%	-$579	﹤0.01%	4091
2024 Q4	$663	Hold	55	–	–	﹤0.01%	3357
2024 Q3	$383	Hold	55	–	–	﹤0.01%	3171
2024 Q2	$1.22K	Hold	55	–	–	﹤0.01%	2948
2024 Q1	$2.41K	Hold	55	–	–	﹤0.01%	2639
2023 Q4	$4.27K	Sell	55 -50	-48%	-$3.45K	﹤0.01%	2474
2023 Q3	$8.9K	Sell	105 -3	-3%	-$343	﹤0.01%	2297
2023 Q2	$12.3K	Buy	108 +3	+3%	+$298	﹤0.01%	2222
2023 Q1	$56.8K	Hold	105	–	–	﹤0.01%	1513
2022 Q4	$57K	Sell	105 -145	-58%	-$34.8K	﹤0.01%	2148
2022 Q3	$134K	Buy	250 +70	+39%	+$17.9K	﹤0.01%	1660
2022 Q2	$98K	Hold	180	–	–	﹤0.01%	1698
2022 Q1	$98K	Sell	180 -15	-8%	-$3.49K	﹤0.01%	1698
2021 Q4	$74K	Hold	195	–	–	﹤0.01%	1396
2021 Q3	$94K	Buy	195 +57	+41%	+$30K	﹤0.01%	1324
2021 Q2	$100K	Buy	138 +88	+176%	+$47.9K	﹤0.01%	1244
2021 Q1	$27K	Buy	+50	New	+$32.1K	﹤0.01%	1721

Other funds holding STEM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Geode Capital Management

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

Trexquant Investment Stamford, Connecticut $13.8B AUM 31.98% 1-Year Est. Return

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return