LPLA: LPL Financial Holdings, Inc.
About
LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.
Current Value
$317.041 Year Return
Current Value
$317.041 Year Return
Key Details
Market Cap
$23.55B
P/E Ratio
23.66
1Y Stock Return
38.13%
1Y Revenue Growth
18.21%
Dividend Yield
0.53%
Price to Book
8.5
Strategies that include LPLA
Stock's related to LPLA
Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| RJF | 61.84% | $33.06B | +55.96% | 1.11% |
| AMP | 61.12% | $54.58B | +61.67% | 1.03% |
| SF | 55.23% | $11.58B | +83.88% | 1.43% |
| IBKR | 53.28% | $20.20B | +131.83% | 0.37% |
| PIPR | 40.59% | $5.96B | +121.67% | 0.73% |
| PJT | 39.43% | $3.69B | +85.94% | 0.65% |
| EQH | 38.93% | $14.60B | +65.31% | 1.98% |
| LAZ | 38.62% | $4.81B | +106.38% | 3.64% |
| EVR | 38.15% | $11.45B | +108.92% | 1.04% |
| UNM | 38.01% | $13.16B | +69.20% | 2.16% |
| HQY | 37.94% | $8.97B | +52.15% | 0.00% |
| HLI | 36.75% | $12.86B | +79.69% | 1.21% |
| MTX | 36.45% | $2.54B | +28.39% | 0.52% |
| ARCB | 36.02% | $2.52B | -11.29% | 0.45% |
| CNO | 35.55% | $4.02B | +51.36% | 1.60% |
| SXC | 35.51% | $1.05B | +39.93% | 3.52% |
| VOYA | 34.97% | $7.69B | +13.25% | 2.06% |
| LNC | 34.85% | $5.82B | +45.21% | 5.25% |
| AIT | 34.63% | $10.24B | +65.69% | 0.56% |
| SKYW | 34.51% | $4.43B | +136.32% | 0.00% |
Uncorrelated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| GABC | -<0.01% | $1.34B | +54.46% | 2.39% |
| IGMS | -<0.01% | $567.29M | +67.37% | 0.00% |
| HBI | 0.01% | $2.92B | +111.51% | 0.00% |
| EVTC | -0.02% | $2.27B | -1.27% | 0.56% |
| CDNA | -0.02% | $1.18B | +132.21% | 0.00% |
| LX | -0.02% | $446.80M | +57.07% | 4.21% |
| UFI | -0.02% | $102.66M | -11.22% | 0.00% |
| BNL | 0.03% | $3.21B | +9.29% | 6.76% |
| IMKTA | 0.03% | $1.30B | -13.30% | 0.96% |
| KRUS | 0.04% | $1.03B | +38.71% | 0.00% |
| DD | 0.05% | $34.00B | +14.83% | 1.84% |
| LILAK | -0.06% | $1.36B | +1.47% | 0.00% |
| AVXL | 0.06% | $698.71M | +22.62% | 0.00% |
| FRSH | 0.07% | $4.39B | -20.05% | 0.00% |
| PCTY | 0.07% | $10.86B | +29.58% | 0.00% |
| NVRO | -0.07% | $158.88M | -73.60% | 0.00% |
| EBC | 0.08% | $3.95B | +50.04% | 2.40% |
| RXRX | 0.08% | $1.80B | -4.13% | 0.00% |
| BANR | -0.08% | $2.49B | +62.84% | 2.67% |
| BIPC | 0.09% | $6.13B | +36.80% | 3.74% |
Inversely Correlated Stocks
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| AMT | -28.60% | $94.00B | +1.83% | 3.29% |
| PG | -27.29% | $402.15B | +14.14% | 2.33% |
| CCI | -26.21% | $45.40B | +0.84% | 6.02% |
| CL | -23.65% | $76.48B | +22.25% | 2.12% |
| NNN | -23.14% | $8.14B | +10.88% | 5.30% |
| RUN | -22.53% | $2.18B | -16.08% | 0.00% |
| PSA | -22.32% | $58.57B | +30.03% | 3.60% |
| SBAC | -22.10% | $23.60B | -6.03% | 1.80% |
| O | -21.93% | $50.04B | +6.78% | 5.49% |
| CWEN.A | -21.41% | $3.07B | +23.13% | 6.22% |
| GRAL | -21.17% | $459.22M | -13.00% | 0.00% |
| KO | -20.98% | $269.63B | +7.86% | 3.07% |
| SMG | -20.89% | $4.24B | +35.01% | 3.52% |
| NOVA | -20.82% | $429.84M | -67.33% | 0.00% |
| EXAS | -20.73% | $9.98B | -17.22% | 0.00% |
| CWEN | -20.65% | $3.26B | +22.27% | 5.84% |
| CUBE | -20.52% | $11.08B | +25.82% | 4.18% |
| NWL | -20.21% | $3.67B | +20.00% | 3.04% |
| NGG | -19.03% | $62.13B | -3.06% | 5.83% |
| IFF | -18.72% | $22.74B | +20.83% | 2.25% |
ETF's related to LPLA
Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| IAI | 41.57% | $1.72B | 0.4% |
| IYF | 39.43% | $3.70B | 0.39% |
| KCE | 39.22% | $466.96M | 0.35% |
| IYG | 38.23% | $1.62B | 0.39% |
| PBDC | 37.40% | $114.81M | 13.94% |
| VFH | 37.03% | $11.71B | 0.1% |
| FXO | 36.80% | $1.02B | 0.62% |
| FNCL | 36.52% | $2.03B | 0.084% |
| XLF | 36.25% | $50.48B | 0.09% |
| RDVI | 34.37% | $1.52B | 0.75% |
| RSPF | 33.88% | $311.69M | 0.4% |
| KBWB | 33.86% | $2.52B | 0.35% |
| RDVY | 33.29% | $12.93B | 0.49% |
| IXG | 32.70% | $441.53M | 0.42% |
| AVLV | 32.67% | $4.97B | 0.15% |
| KIE | 32.38% | $956.77M | 0.35% |
| USMF | 31.84% | $361.80M | 0.28% |
| SPGP | 31.73% | $4.26B | 0.36% |
| RSPA | 31.61% | $273.87M | 0% |
| BIZD | 31.50% | $1.25B | 13.33% |
Uncorrelated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| PHDG | -0.01% | $113.97M | 0.39% |
| PFF | 0.01% | $15.20B | 0.46% |
| SRVR | -0.07% | $448.44M | 0.55% |
| FPE | 0.09% | $5.77B | 0.85% |
| FLHY | 0.12% | $592.12M | 0.4% |
| IBHD | 0.13% | $327.80M | 0.35% |
| OVT | 0.35% | $45.27M | 0.85% |
| HYEM | 0.37% | $408.28M | 0.4% |
| CHIQ | -0.40% | $229.05M | 0.65% |
| YLD | -0.40% | $247.93M | 0.39% |
| RWX | 0.45% | $253.63M | 0.59% |
| IBHH | 0.45% | $143.17M | 0.35% |
| ICLN | 0.48% | $1.69B | 0.41% |
| BBRE | -0.50% | $970.81M | 0.11% |
| NFRA | -0.52% | $2.47B | 0.47% |
| GII | -0.52% | $473.97M | 0.4% |
| BSJS | 0.56% | $293.93M | 0.42% |
| PGHY | -0.58% | $141.95M | 0.35% |
| PFFR | 0.61% | $112.85M | 0.45% |
| BSJQ | 0.74% | $773.39M | 0.42% |
Inversely Correlated ETFs
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| TAIL | -42.73% | $67.98M | 0.59% |
| SPTI | -38.64% | $6.70B | 0.03% |
| IBTI | -38.27% | $719.73M | 0.07% |
| UTWO | -37.87% | $447.63M | 0.15% |
| SCHR | -37.64% | $9.97B | 0.03% |
| IEI | -37.43% | $14.62B | 0.15% |
| IBTF | -37.39% | $2.05B | 0.07% |
| TYA | -37.37% | $124.05M | 0.17% |
| GCOR | -37.02% | $393.53M | 0.14% |
| VGIT | -36.96% | $30.89B | 0.04% |
| SCHO | -36.80% | $11.10B | 0.03% |
| VGSH | -36.73% | $19.14B | 0.04% |
| CGMU | -36.70% | $2.53B | 0.27% |
| IBTH | -36.62% | $1.08B | 0.07% |
| IBTJ | -36.47% | $379.57M | 0.07% |
| GOVT | -36.42% | $28.65B | 0.05% |
| IBTK | -36.40% | $282.33M | 0.07% |
| BSV | -36.35% | $33.43B | 0.04% |
| IEF | -36.31% | $32.30B | 0.15% |
| IBTG | -36.00% | $1.48B | 0.07% |
News
Finnhub
SAN DIEGO, Nov. 20, 2024 -- LPL Financial LLC, announced today that financial advisors Anthony “Tony” Campagni, CFP®, Ronald Jurczynski, CPA/PFS™, Mitchell Romeo, CPWA®, CPFA®, Kyle...
Yahoo
The company’s new enterprise unit already has a big client in insurer Prudential Financial. Can it win more such customers?
Yahoo
NEWARK, N.J. and SAN DIEGO, Nov. 18, 2024 (GLOBE NEWSWIRE) -- Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU) and LPL Financial Holdings Inc. (Nasdaq: LPLA) finalized today the launch of their strategic relationship, first announced in August 2023. This first-of-its-kind relationship between Prudential and LPL enhances the client and financial advisor experience, expands advisor offerings and will accelerate growth opportunities for both firms. Following the transit
Yahoo
SAN DIEGO, Nov. 14, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms. They reported having approximately $140 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in a renovated historic building in downtown Chico, Calif., Prosperity Investment Management was founded by seasoned financial advisor Robert “Rob” B. And
Yahoo
LPL executives share insight and support to help drive institution successNEW ORLEANS, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC hosted its annual conference for bank and credit union program managers who run their financial institutions’ wealth management practices. Attended by more than 150 clients of LPL’s Institution Services business, the conference fosters innovation and collaboration among wealth management leaders. “To further enhance stakeholder value, banks and credit unions
Yahoo
SAN DIEGO, Nov. 13, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, announced today that financial advisors Ryan Kirby, CFP®, and Michael Alvarez have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligned with existing firm Seapoint Wealth Advisors (Seapoint). Kirby and Alvarez reported serving approximately $540 million in advisory, brokerage and retirement plan assets,* and they join LPL from U.S. Bank. Based in San Diego, Kirby and Alvarez are longtime colleagues who built th
Disclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.