Position in CIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$74
+$64 QoQ
Shares Held
13
+550.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 76 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CIA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $2,990,107 across 17 Insurance - Life names. CIA ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
9,669 | $818,094 | |
| 2 | PRU |
Prudential Financial Inc
|
3,832 | $413,587 | |
| 3 | AFL |
Aflac Inc
|
3,084 | $361,599 | |
| 4 | GL |
Globe Life Inc.
|
1,601 | $286,066 | |
| 5 | PRI |
Primerica, Inc.
|
938 | $266,579 | |
| 6 | JXN |
Jackson Financial Inc.
|
1,935 | $198,124 | |
| 7 | LNC |
Lincoln National Corp
|
5,013 | $177,209 | |
| 8 | UNM |
Unum Group
|
1,741 | $155,645 |
All Filings in CIA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74 | 13 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $10 | 2 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10 | 2 | Shares | Sole | 2026-02-06 | |
| 2022-12-31 | $4 | 475 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,586 | 475 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,990 | 475 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,014 | 475 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||