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Funds Holding IAPR

On this page, we present all of the funds holding IAPR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IAPR, with a link to that fund's top holdings. The next columns indicate the amount of IAPR stock held by each of the funds holding IAPR, followed by the IAPR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 78 funds holding IAPR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Miracle Mile Advisors LLC. For more details on the positions held by Miracle Mile Advisors LLC (or by any of the other funds holding IAPR), click the fund name in the "Holder" column of the funds-holding-IAPR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Miracle Mile Advisors LLC1,494,559$40,592 03/31/2024
     IAPR1,494,559$40,592 03/31/2024
Commonwealth Equity Services LLC958,782$24,669 12/31/2023
     IAPR958,782$24,669 12/31/2023
Personal CFO Solutions LLC412,922$10,624 12/31/2023
     IAPR412,922$10,624 12/31/2023
Strategic Blueprint LLC154,408$4,194 03/31/2024
     IAPR154,408$4,194 03/31/2024
Susquehanna International Group LLP153,057$3,938 12/31/2023
     IAPR153,057$3,938 12/31/2023
Corrado Advisors LLC149,972$3,859 12/31/2023
     IAPR149,972$3,859 12/31/2023
Cetera Advisors LLC132,650$3,413 12/31/2023
     IAPR132,650$3,413 12/31/2023
SageView Advisory Group LLC116,197$2,994 12/31/2023
     IAPR116,197$2,994 12/31/2023
BKD Wealth Advisors LLC105,670$2,870 03/31/2024
     IAPR105,670$2,870 03/31/2024
ODonnell Financial Services LLC103,618$2,814 03/31/2024
     IAPR103,618$2,814 03/31/2024
Tradition Wealth Management LLC106,074$2,729 12/31/2023
     IAPR106,074$2,729 12/31/2023
Janney Montgomery Scott LLC93,442$2,404 12/31/2023
     IAPR93,442$2,404 12/31/2023
Advisor Group Holdings Inc.91,641$2,358 12/31/2023
     IAPR91,641$2,358 12/31/2023
Global Strategic Investment Solutions LLC78,289$2,014 12/31/2023
     IAPR78,289$2,014 12/31/2023
Brookstone Capital Management59,575$1,618 03/31/2024
     IAPR59,575$1,618 03/31/2024
Lincoln National Corp57,378$1,476 12/31/2023
     IAPR57,378$1,476 12/31/2023
WPWealth LLP55,771$1,435 12/31/2023
     IAPR55,771$1,435 12/31/2023
CWM LLC51,091$1,388 03/31/2024
     IAPR51,091$1,388 03/31/2024
Envestnet Asset Management Inc.48,627$1,251 12/31/2023
     IAPR48,627$1,251 12/31/2023
MAI Capital Management46,475$1,196 12/31/2023
     IAPR46,475$1,196 12/31/2023
OLD Mission Capital LLC43,725$1,125 12/31/2023
     IAPR43,725$1,125 12/31/2023
IFP Advisors Inc41,787$1,075 12/31/2023
     IAPR41,787$1,075 12/31/2023
Berger Financial Group Inc34,728$943 03/31/2024
     IAPR34,728$943 03/31/2024
HighTower Advisors LLC30,677$789 12/31/2023
     IAPR30,677$789 12/31/2023
Cardinal Point Capital Management ULC28,750$781 03/31/2024
     IAPR28,750$781 03/31/2024
Bullseye Investment Management LLC27,518$708 12/31/2023
     IAPR27,518$708 12/31/2023
Fragasso Group Inc.24,658$670 03/31/2024
     IAPR24,658$670 03/31/2024
Cetera Advisor Networks LLC25,774$663 12/31/2023
     IAPR25,774$663 12/31/2023
LPL Financial LLC25,669$660 12/31/2023
     IAPR25,669$660 12/31/2023
Avantax Advisory Services Inc.25,055$645 12/31/2023
     IAPR25,055$645 12/31/2023
Michael S. Ryan Inc.22,739$618 03/31/2024
     IAPR22,739$618 03/31/2024
3EDGE Asset Management LP23,868$614 12/31/2023
     IAPR23,868$614 12/31/2023
Principal Securities Inc.23,212$597 12/31/2023
     IAPR23,212$597 12/31/2023
Alera Investment Advisors LLC23,207$597 12/31/2023
     IAPR23,207$597 12/31/2023
BCS Wealth Management21,819$593 03/31/2024
     IAPR21,819$593 03/31/2024
Truist Financial Corp22,925$590 12/31/2023
     IAPR22,925$590 12/31/2023
Valmark Advisers Inc.20,803$535 12/31/2023
     IAPR20,803$535 12/31/2023
Kestra Advisory Services LLC20,788$535 12/31/2023
     IAPR20,788$535 12/31/2023
Nations Financial Group Inc. IA ADV16,925$460 03/31/2024
     IAPR16,925$460 03/31/2024
Kingsview Wealth Management LLC17,669$455 12/31/2023
     IAPR17,669$455 12/31/2023
Wealth Alliance16,800$432 12/31/2023
     IAPR16,800$432 12/31/2023
AdvisorNet Financial Inc15,507$421 03/31/2024
     IAPR15,507$421 03/31/2024
Pillar Wealth Advisors LLC14,975$385 12/31/2023
     IAPR14,975$385 12/31/2023
McAdam LLC13,768$374 03/31/2024
     IAPR13,768$374 03/31/2024
Straight Path Wealth Management12,742$328 12/31/2023
     IAPR12,742$328 12/31/2023
Townsquare Capital LLC11,891$306 12/31/2023
     IAPR11,891$306 12/31/2023
Financial Network Wealth Advisors LLC11,891$306 12/31/2023
     IAPR11,891$306 12/31/2023
Raymond James Financial Services Advisors Inc.11,225$305 03/31/2024
     IAPR11,225$305 03/31/2024
Beacon Pointe Advisors LLC11,833$304 12/31/2023
     IAPR11,833$304 12/31/2023
Beacon Financial Advisory LLC10,885$280 12/31/2023
     IAPR10,885$280 12/31/2023
GWM Advisors LLC10,748$272 12/31/2023
     IAPR10,748$272 12/31/2023
Worth Financial Advisory Group LLC10,500$270 12/31/2023
     IAPR10,500$270 12/31/2023
Allworth Financial LP9,775$265 03/31/2024
     IAPR9,775$265 03/31/2024
Compass Advisory Group LLC9,919$255 12/31/2023
     IAPR9,919$255 12/31/2023
Snowden Capital Advisors LLC9,865$254 12/31/2023
     IAPR9,865$254 12/31/2023
Coldstream Capital Management Inc.9,819$253 12/31/2023
     IAPR9,819$253 12/31/2023
Resources Investment Advisors LLC.9,800$252 12/31/2023
     IAPR9,800$252 12/31/2023
Secured Retirement Advisors LLC9,753$251 12/31/2023
     IAPR9,753$251 12/31/2023
Two Sigma Securities LLC9,692$249 12/31/2023
     IAPR9,692$249 12/31/2023
Lantz Financial LLC8,635$235 03/31/2024
     IAPR8,635$235 03/31/2024
Captrust Financial Advisors8,975$231 12/31/2023
     IAPR8,975$231 12/31/2023
PFG Advisors8,378$216 12/31/2023
     IAPR8,378$216 12/31/2023
BCJ Capital Management LLC7,939$204 12/31/2023
     IAPR7,939$204 12/31/2023
Benchmark Investment Advisors LLC7,939$204 12/31/2023
     IAPR7,939$204 12/31/2023
U.S. Capital Wealth Advisors LLC7,818$201 12/31/2023
     IAPR7,818$201 12/31/2023
DHJJ Financial Advisors Ltd.6,299$171 03/31/2024
     IAPR6,299$171 03/31/2024
Long Island Wealth Management Inc.5,777$149 12/31/2023
     IAPR5,777$149 12/31/2023
UBS Group AG3,258$84 12/31/2023
     IAPR3,258$84 12/31/2023
Advisory Services Network LLC2,734$70 12/31/2023
     IAPR2,734$70 12/31/2023
Steward Partners Investment Advisory LLC2,500$64 12/31/2023
     IAPR2,500$64 12/31/2023
Harbour Investments Inc.2,250$58 12/31/2023
     IAPR2,250$58 12/31/2023
Sunbelt Securities Inc.1,610$44 03/31/2024
     IAPR1,610$44 03/31/2024
Bank of Montreal Can1,500$39 12/31/2023
     IAPR1,500$39 12/31/2023
Wells Fargo & Company MN515$13 12/31/2023
     IAPR515$13 12/31/2023
Capital Investment Advisory Services LLC409$11 03/31/2024
     IAPR409$11 03/31/2024
Huntington National Bank269$7 12/31/2023
     IAPR269$7 12/31/2023
Proequities Inc.188$5 12/31/2023
     IAPR188$5 12/31/2023
Morgan Stanley200$5 12/31/2023
     IAPR200$5 12/31/2023
Global Trust Asset Management LLC0$0 03/31/2024
     IAPR0$0 03/31/2024

See Summary: Institutional Holders of IAPR
See Details: Top 10 Hedge Funds Holding IAPR
Also See: IAPR Holdings Changes

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