IA
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IFP Advisors’s ZipRecruiter ZIP Stock Holding History

IFP Advisors’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07K Buy
581
+409
+238% +$1K ﹤0.01% 4195
2025
Q4 		$671 Sell
172
-108
-39% -$486 ﹤0.01% 4201
2025
Q3 		$1.18K Buy
+280
New +$1.31K ﹤0.01% 3891
2025
Q2 		– Hold
0
– – – 3638
2025
Q1 		– Sell
-158
Closed -$1.05K – 3891
2024
Q4 		$1.36K Sell
158
-15
-9% -$134 ﹤0.01% 3215
2024
Q3 		$1.64K Buy
+173
New +$1.55K ﹤0.01% 2970
2023
Q4 		– Sell
-1,025
Closed -$12.3K – 3375
2023
Q3 		$12.3K Hold
1,025
– – ﹤0.01% 2163
2023
Q2 		$18.2K Hold
1,025
– – ﹤0.01% 2051
2023
Q1 		$21.6K Hold
1,025
– – ﹤0.01% 1984
2022
Q4 		$22K Hold
1,025
– – ﹤0.01% 2826
2022
Q3 		$22K Hold
1,025
– – ﹤0.01% 3016
2022
Q2 		$22K Hold
1,025
– – ﹤0.01% 2774
2022
Q1 		$22K Buy
1,025
+415
+68% +$9K ﹤0.01% 2773
2021
Q4 		$15K Hold
610
– – ﹤0.01% 2082
2021
Q3 		$16K Buy
+610
New +$15.8K ﹤0.01% 2097

Other funds holding ZIP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return