Signals

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☆IFLR

30 in-universe funds with a nonzero position in IFLR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1523
Score / z0.008 / -0.01
Consensus13.90 over 27 funds
Momentumnot computed

Price & positioning

183 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 18.5 13.7% 2 +9.2 pp +13.7 pp +13.7 pp +13.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 9.1 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 8.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 3.9 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.9 1.3% 3 -0.1 pp +0.3 pp +1.3 pp +1.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 1.3 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 1.0 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amicus Financial Advisors, LLC CIK 0002113629 0.656 95 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IFLR). Qtrs Held counts distinct quarters this fund has actually held IFLR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IFLR position size. Δ columns are the percentage-point change in IFLR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status