LPLA

NASDAQStock

LPL Financial Holdings Inc.

$293.83-9.22 (-3.04%)

52-Week Range

$283.31

$399.00

Key Stats

Market Cap

23.5B

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.58

Volume

820.8K

Avg Volume

980.8K

Performance

-19.68%

-23.98%

-13.98%

YTD

-19.91%

-9.27%

+42.88%

+100.51%

Price Chart

ETF Exposure

LPLA is held by 194 ETFs

ETF	Fund Name	Weight	Shares	Market Value	Fund AUM	Expense Ratio
NEWZ	Stocksnips AI-Powered Sentiment US ALL Cap ETF	3.30%	1,949	$600K	$19.3M	0.75%
KMID	Virtus KAR Mid-Cap ETF	2.81%	3,590	$1.1M	$39.4M	0.80%
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	2.66%	137,552	$42.4M	$1.59B	0.38%
FDIQ	Invesco Bloomberg Financial Data Providers ETF	2.63%	6,972	$2.1M	$53.3M	0.35%
KBWR	Invesco KBW Regional Banking ETF	2.63%	6,972	$2.1M	$68.0M	0.35%
GRW	TCW Compounders ETF	2.54%	6,816	$2.1M	$136.2M	0.75%
FSMO	Fidelity Small-Mid Cap Opportunities ETF	2.53%	0	$352K	$742.2M	0.43%
GK	AdvisorShares Gerber Kawasaki ETF	2.42%	2,000	$656K	$26.9M	1.31%
GABF	Gabelli Financial Services Opportunities ETF	1.89%	3,000	$94.8M	$50.2M	0.90%
PJFM	PGIM Jennison Focused Mid-Cap ETF	1.81%	800	$292K	$15.6M	0.49%
QVM	Arrow QVM Equity Factor ETF	1.72%	34,426	$4.7M	$5.1M	0.65%
EQRR	ProShares - Equities for Rising Rates ETF	1.60%	560	$173K	$10.8M	0.35%
KCE	State Street SPDR S&P Capital Markets ETF	1.40%	20,580	$6.4M	$452.9M	0.35%
LCF	Touchstone US Large Cap Focused ETF	1.22%	1,825	$676K	$54.1M	0.56%
SMOT	VanEck Morningstar SMID Moat ETF	1.21%	13,115	$4.0M	$333.4M	0.49%
FXO	First Trust Financials AlphaDEX Fund	1.16%	42,138	$13.0M	$1.12B	0.60%
GURU	Global X - Guru Index ETF	1.10%	2,031	$617K	$55.4M	0.75%
FFLS	The Future Fund Long/Short ETF	1.07%	2,518	$776K	$39.3M	2.05%
MOAT	VanEck Morningstar Wide Moat ETF	1.06%	425,046	$131.0M	$12.27B	0.46%
STLC	iShares Trust - iShares Factors US Blend Style ETF	1.03%	58	$8K	$814K	N/A
RNMC	First Trust Mid Cap US Equity Select ETF	1.00%	496	$139K	$16.3M	0.60%
CGMM	Capital Group U.S. Small and Mid Cap ETF	0.91%	50,097	$15.4M	$1.66B	0.51%
FFND	One Global ETF	0.87%	2,549	$786K	$92.6M	1.61%
IWP	iShares Russell Mid-Cap Growth ETF	0.85%	536,587	$165.4M	$19.50B	0.23%
MOTG	VanEck Morningstar Global Wide Moat ETF	0.83%	469	$145K	$17.5M	1.14%
NWLG	Nuveen Winslow Large-Cap Growth ESG	0.80%	217	$80K	$11.1M	0.65%
FTC	First Trust Large Cap Growth AlphaDEX Fund	0.78%	30,244	$9.3M	$1.20B	0.58%
VOT	Vanguard Mid-Cap Growth ETF	0.77%	670,743	$244.5M	$31.70B	0.05%
JOET	Virtus Terranova U.S. Quality Momentum ETF	0.70%	5,245	$1.6M	$231.6M	0.29%
AVMV	Avantis U.S. Mid Cap Value ETF	0.65%	10,735	$3.3M	$494.8M	0.20%
JHMF	John Hancock Multifactor Financials ETF	0.43%	1,149	$137K	$14.8M	0.40%
IYF	iShares U.S. Financials ETF	0.41%	47,533	$14.7M	$3.58B	0.38%
FAD	First Trust Multi Cap Growth AlphaDEX Fund	0.39%	5,006	$1.5M	$401.1M	0.63%
IMCG	iShares Morningstar Mid-Cap Growth ETF	0.38%	39,722	$12.2M	$3.19B	0.06%
IYG	iShares U.S. Financial Services ETF	0.38%	23,703	$7.3M	$1.90B	0.38%
JKH	iShares Morningstar Mid-Cap Growth ETF	0.38%	39,722	$12.2M	$3.19B	0.06%
VXF	Vanguard Extended Market ETF	0.37%	864,385	$315.1M	$84.10B	0.05%
STMB	iShares Trust - iShares Factors US Mid Blend Style ETF	0.35%	144	$21K	$5.9M	N/A
TFNS	T. Rowe Price Financials ETF	0.35%	130	$40K	$11.4M	0.44%
AVMC	Avantis U.S. Mid Cap Equity ETF	0.34%	3,385	$1.0M	$306.4M	0.18%
VFH	Vanguard Financials ETF	0.34%	134,712	$49.1M	$14.60B	0.09%
AVLV	Avantis U.S. Large Cap Value ETF	0.32%	108,930	$33.6M	$10.34B	0.15%
MCDS	JPMorgan Fundamental Data Science Mid Core ETF	0.32%	74	$23K	$7.2M	0.35%
JHMM	John Hancock Investments - Multifactor Mid Cap ETF	0.31%	38,049	$13.6M	$4.92B	0.42%
VO	Vanguard Mid-Cap ETF	0.31%	1,733,536	$631.9M	$202.90B	0.03%
FNCL	FIDELITY MSCI FINANCIALS INDEX ETF	0.31%	22,193	$6.8M	$2.31B	0.08%
TTAC	FCF US Quality ETF	0.30%	4,382	$590K	$418.8M	0.59%
FEX	First Trust Large Cap Core AlphaDEX Fund	0.29%	13,535	$4.2M	$1.41B	0.57%
AVUQ	Avantis U.S. Quality ETF	0.28%	1,732	$534K	$194.3M	0.15%
CVMC	Calvert US Mid-Cap Core Responsible Index ETF	0.27%	632	$234K	$76.0M	0.15%

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About LPLA ETF Exposure

LPL Financial Holdings Inc. (LPLA) is held by 194 exchange-traded funds, making it one of the stocks with significant ETF exposure. With a market capitalization of 23.5B, LPLA is a widely held institutional stock. The stock currently trades at $293.83. Investors can gain exposure to LPLA through a variety of ETFs with different expense ratios, investment strategies, and portfolio weightings. The table above shows all ETFs that currently hold LPLA, sorted by portfolio weight.