Position in CI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,620,229
+$113,801 QoQ
Shares Held
13,132
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#471
of 1,684 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026IFP Advisors, Inc holds $22,478,166 across 10 Healthcare Plans names. CI ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
39,233 | $16,306,411 | |
| 2 | CI |
Cigna Group
This page
|
13,132 | $3,620,229 | |
| 3 | CVS |
CVS HEALTH Corp
|
9,638 | $997,051 | |
| 4 | MOH |
Molina Healthcare, Inc.
|
2,924 | $668,718 | |
| 5 | CNC |
Centene Corp
|
6,263 | $402,021 | |
| 6 | ELV |
Elevance Health, Inc.
|
792 | $306,290 | |
| 7 | OSCR |
Oscar Health, Inc.
|
2,139 | $61,004 | |
| 8 | HUM |
Humana Inc
|
148 | $58,788 |
All Filings in CI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,620,229 | 13,132 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,506,428 | 13,145 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,742,852 | 13,599 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,951,680 | 10,240 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,327,618 | 10,066 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,252,165 | 9,885 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,037,816 | 11,001 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,495,235 | 4,316 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,357,650 | 4,107 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,378,669 | 3,796 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $882,179 | 2,946 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $593,881 | 2,076 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $626,860 | 2,234 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $647,513 | 2,534 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $669 | 3,554 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,100,723 | 3,967 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $896,231 | 3,401 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $432,975 | 1,807 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $457,422 | 1,992 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $303,042 | 1,514 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $301,315 | 1,271 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $204,512 | 846 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $351,407 | 1,688 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $296,636 | 1,751 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $325,948 | 1,737 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $287,031 | 1,620 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||