LPL Financial Holdings Inc. (LPLA)
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions in the United States. Its brokerage offerings include variable and fixed annuities, mutual funds, equities, retirement and education savings plans, fixed income, and insurance, as well as alternative investments, such as non-traded real estate investment trusts and auction rate notes. The company also provides advisory platforms that provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers money market programs; and retirement solutions for commission-and fee-based services that allow advisors to provide brokerage services, consultation, and advice to retirement plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; trust, investment management oversight, and custodial services to trusts for estates and families, as well as insurance brokerage general agency services; and technology products, such as proposal generation, investment analytics, and portfolio modeling. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1989 and is based in San Diego, California.
$15.56B
Mr. Dan Hogan Arnold Jr., B.S., CPA, M.B.A.
6,141.00
San Diego, CA
Nov 18, 2010
16.21
$12.84
0.30
1.85
0.53%
6.74%
21.68%
14.83
-0.58
8.28
3.20
1.32
12.31%
54.49%
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ETF Exposure (118)
AdvisorShares Gerber Kawasaki ETF
GK
3.4%
The Future Fund Active ETF
FFND
2.94%
iShares U.S. Broker-Dealers & Securities Exchanges ETF
IAI
2.3713%
First Trust Capital Strength ETF
FTCS
1.95%
ProShares Equities for Rising Rates ETF
EQRR
1.5865729655686636%
SPDR S&P Capital Markets ETF
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1.220873%
First Trust Financials AlphaDEX Fund
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1.19%
Invesco Zacks Mid-Cap ETF
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1.115%
Janus Henderson Short Duration Income ETF
VNLA
1.05%
First Trust Mid Cap US Equity Select ETF
RNMC
1%
First Trust Large Cap Growth AlphaDEX Fund
FTC
0.69%
iShares Russell Mid-Cap Growth ETF
IWP
0.61138%
Vanguard Mid-Cap Growth Index Fund Investor Shares
VMGIX
0.47%
Vanguard Mid-Cap Growth Index Fund
VMGMX
0.47%
Vanguard Mid-Cap Growth Index Fund
VOT
0.47%
First Trust Multi Cap Growth AlphaDEX Fund
FAD
0.34%
First Trust Large Cap Core AlphaDEX Fund
FEX
0.33%
iShares Morningstar Mid-Cap Growth ETF
IMCG
0.31334%
iShares U.S. Financials ETF
IYF
0.3056%
FCF US Quality ETF
TTAC
0.3%
iShares U.S. Financial Services ETF
IYG
0.29912%
Etho Climate Leadership U.S. ETF
ETHO
0.29%
SPDR Russell 1000 Momentum Focus ETF
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0.253225%
Vanguard Financials Index Fund
VFAIX
0.23%
Vanguard Financials Index Fund
VFH
0.23%
Vanguard Extended Market Index Fund Institutional Shares
VIEIX
0.23%
Vanguard Extended Market Index Fund
VXF
0.23%
Fidelity MSCI Financials Index ETF
FNCL
0.21722146999999997%
Vanguard Mid-Cap Index Fund Institutional Shares
VMCIX
0.21%
Vanguard Mid Cap Index Fund
VO
0.21%
Vanguard Capital Opportunity Fund
VHCAX
0.19%
Vanguard Capital Opportunity Fund Investor Shares
VHCOX
0.19%
BlackRock U.S. Carbon Transition Readiness ETF
LCTU
0.16778%
iShares MSCI USA Equal Weighted ETF
EUSA
0.16616%
iShares Morningstar Mid-Cap ETF
IMCB
0.15419%
Dimensional US High Profitability ETF
DUHP
0.15134510999999998%
iShares Russell Mid-Cap ETF
IWR
0.14301%
VictoryShares US 500 Volatility Wtd ETF
CFA
0.14161236%
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
0.14151236%
iShares MSCI USA Size Factor ETF
SIZE
0.13586%
iShares MSCI USA Quality Factor ETF
QUAL
0.12494%
SPDR Russell 1000 Low Volatility Focus ETF
ONEV
0.120165%
Dimensional US Sustainability Core 1 ETF
DFSU
0.09588863%
Victoryshares Westend U.S. Sector ETF
MODL
0.09074419%
iShares ESG Advanced MSCI USA ETF
USXF
0.0856%
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
MFUS
0.08%
Vanguard U.S. Multifactor ETF
VFMF
0.08%
Schwab U.S. Large-Cap Growth ETF
SCHG
0.0763258331%
Dimensional U.S. Core Equity 2 ETF
DFAC
0.07473979%
Vanguard Growth Index Fund
VUG
0.07%
iShares Morningstar Growth ETF
ILCG
0.06964%
iShares ESG MSCI USA Leaders ETF
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0.06415%
SPDR SSGA Gender Diversity Index ETF
SHE
0.062142%
iShares Russell 1000 Growth ETF
IWF
0.06157%
Fidelity Nasdaq Composite Index ETF
ONEQ
0.06%
Vanguard Russell 1000 Growth Index Fund
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0.06%
SPDR MSCI USA StrategicFactors ETF
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0.053202%
Vanguard ESG U.S. Stock ETF
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0.05%
Strive 1000 Growth ETF
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0.05%
T. Rowe Price US Equity Research ETF
TSPA
0.049913%
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
0.0498%
Dimensional US Core Equity Market ETF
DFAU
0.04813021%
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
0.048%
Invesco Russell 1000 Equal Weight ETF
EQAL
0.046%
iShares Evolved U.S. Technology ETF
IETC
0.04583%
Invesco RAFI Strategic US ETF
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0.045%
Schwab U.S. Large-Cap ETF
SCHX
0.0419809463%
Schwab 1000 Index ETF
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0.040817864%
Innovator Equity Managed Floor ETF
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Vanguard Large Cap Index Fund
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0.04%
Schwab U.S. Broad Market ETF
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Schwab Fundamental U.S. Large Company Index ETF
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iShares Morningstar U.S. Equity ETF
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0.03363%
Schwab Fundamental U.S. Broad Market Index ETF
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0.0334148169%
Invesco PureBeta MSCI USA ETF
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0.033%
iShares Russell 1000 ETF
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0.03171%
iShares Dow Jones U.S. ETF
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0.03152%
Dimensional U.S. Equity ETF
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0.03148638%
SPDR MSCI World StrategicFactors ETF
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0.031446%
iShares Core S&P Total U.S. Stock Market ETF
ITOT
0.03065%
iShares Russell 3000 ETF
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0.03065%
JPMorgan BetaBuilders U.S. Equity ETF
BBUS
0.03%
Global X Adaptive U.S. Risk Management ETF
ONOF
0.03%
Strive 500 ETF
STRV
0.03%
Vanguard Institutional Total Stock Market Index Fund Institutional Shares
VITNX
0.03%
Vanguard Institutional Total Stock Market Index Fund
VITPX
0.03%
Vanguard Total Stock Market Index Fund
VITSX
0.03%
Vanguard Russell 1000 Index Fund
VONE
0.03%
Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares
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0.03%
Vanguard Tax-Managed Capital Appreciation Fund
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0.03%
Vanguard Russell 3000 Index Fund
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0.03%
Vanguard Total Stock Market Index Fund
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0.03%
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Schwab 5-10 Year Corporate Bond ETF
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WisdomTree U.S. LargeCap Dividend Fund
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Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
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0%
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Goldman Sachs JUST U.S. Large Cap Equity ETF
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VanEck Morningstar SMID Moat ETF
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ETF Exposure (118)
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iShares U.S. Broker-Dealers & Securities Exchanges ETF
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First Trust Capital Strength ETF
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ProShares Equities for Rising Rates ETF
EQRR
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SPDR S&P Capital Markets ETF
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1.220873%
First Trust Financials AlphaDEX Fund
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1.19%
Invesco Zacks Mid-Cap ETF
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1.115%
Janus Henderson Short Duration Income ETF
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1.05%
First Trust Mid Cap US Equity Select ETF
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0.69%
iShares Russell Mid-Cap Growth ETF
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0.61138%
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0.47%
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0.47%
First Trust Multi Cap Growth AlphaDEX Fund
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0.34%
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0.33%
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0.21%
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0.21%
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0.19%
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0.19%
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0.14161236%
VictoryShares US 500 Enhanced Volatility Wtd ETF
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iShares MSCI USA Size Factor ETF
SIZE
0.13586%
iShares MSCI USA Quality Factor ETF
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SPDR Russell 1000 Low Volatility Focus ETF
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0.09588863%
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0.06964%
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0.06415%
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0.062142%
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0.06157%
Fidelity Nasdaq Composite Index ETF
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0.06%
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ESGV
0.05%
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STXG
0.05%
T. Rowe Price US Equity Research ETF
TSPA
0.049913%
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
0.0498%
Dimensional US Core Equity Market ETF
DFAU
0.04813021%
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
0.048%
Invesco Russell 1000 Equal Weight ETF
EQAL
0.046%
iShares Evolved U.S. Technology ETF
IETC
0.04583%
Invesco RAFI Strategic US ETF
IUS
0.045%
Schwab U.S. Large-Cap ETF
SCHX
0.0419809463%
Schwab 1000 Index ETF
SCHK
0.040817864%
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0.04%
Vanguard Large Cap Index Fund
VV
0.04%
Schwab U.S. Broad Market ETF
SCHB
0.039106947%
Schwab Fundamental U.S. Large Company Index ETF
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0.0363424986%
iShares Morningstar U.S. Equity ETF
ILCB
0.03363%
Schwab Fundamental U.S. Broad Market Index ETF
FNDB
0.0334148169%
Invesco PureBeta MSCI USA ETF
PBUS
0.033%
iShares Russell 1000 ETF
IWB
0.03171%
iShares Dow Jones U.S. ETF
IYY
0.03152%
Dimensional U.S. Equity ETF
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0.03148638%
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0.031446%
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ITOT
0.03065%
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0.03065%
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0.03%
Global X Adaptive U.S. Risk Management ETF
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0.03%
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0.03%
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VITNX
0.03%
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0.03%
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0.03%
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0.03%
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0.03%
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0.03%
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0.022%
iShares MSCI ACWI ETF
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Vanguard Balanced Index Fund Institutional Shares
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0.02%
Vanguard Balanced Index Fund Admiral Shares
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0.02%
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0.02%
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0.02%
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SCHJ
0.0186928351%
Vanguard Tax-Managed Balanced Fund Admiral Shares
VTMFX
0.01%
WisdomTree U.S. Value Fund
WTV
0.0049832%
Schwab U.S. Aggregate Bond ETF
SCHZ
0.0035221865%
WisdomTree U.S. Multifactor Fund
USMF
0.0021342%
Wisdomtree U.S. Quality Growth Fund
QGRW
6.42e-4%
WisdomTree U.S. Earnings 500 Fund
EPS
3.79e-4%
WisdomTree U.S. Quality Dividend Growth Fund
DGRW
2.353e-4%
WisdomTree U.S. Total Dividend Fund
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1.719e-4%
WisdomTree U.S. LargeCap Dividend Fund
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1.603e-4%
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
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0%
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
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0%
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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0%
Goldman Sachs JUST U.S. Large Cap Equity ETF
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0%
VanEck Morningstar SMID Moat ETF
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0%