Current Value
$376.811 Year Return
Current Value
$376.811 Year Return
Double maintains 8 strategies that include LPLA - LPL Financial Holdings, Inc.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMP | 76.75% | $47.77B | +18.36% | 1.19% |
RJF | 73.40% | $29.38B | +25.89% | 1.29% |
SF | 71.13% | $9.80B | +21.35% | 1.83% |
MS | 67.91% | $207.74B | +35.59% | 2.83% |
GS | 66.35% | $188.26B | +37.42% | 1.94% |
EQH | 65.67% | $15.68B | +30.07% | 1.90% |
KKR | 65.52% | $108.06B | +11.13% | 0.58% |
LNC | 65.40% | $5.54B | +6.67% | 5.49% |
SCHW | 65.22% | $158.73B | +19.26% | 1.18% |
IBKR | 65.15% | $22.03B | +68.27% | 0.52% |
CRBG | 65.06% | $17.62B | +13.05% | 2.90% |
APO | 63.78% | $75.50B | +14.02% | 1.42% |
EVR | 63.55% | $9.28B | +21.73% | 1.33% |
ARES | 62.49% | $36.39B | +25.58% | 2.34% |
AXP | 62.23% | $201.62B | +28.01% | 1.01% |
JPM | 62.20% | $736.32B | +36.73% | 1.89% |
LAZ | 62.18% | $4.06B | +17.71% | 4.56% |
JHG | 62.17% | $5.70B | +10.62% | 4.29% |
OWL | 61.76% | $11.70B | +9.29% | 4.04% |
SYF | 61.62% | $22.78B | +43.54% | 1.74% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CWT | 0.04% | $2.76B | -2.54% | 2.52% |
ENSG | 0.07% | $8.70B | +27.14% | 0.16% |
CMS | -0.10% | $21.10B | +18.24% | 2.99% |
PGNY | 0.11% | $1.80B | -22.05% | 0.00% |
RUN | 0.13% | $2.28B | -24.59% | 0.00% |
NXTC | 0.13% | $19.10M | -57.44% | 0.00% |
TSN | 0.16% | $19.14B | +1.56% | 3.61% |
KHC | 0.19% | $30.87B | -19.46% | 6.12% |
PTGX | -0.21% | $3.49B | +68.82% | 0.00% |
SRRK | -0.23% | $3.08B | +243.39% | 0.00% |
TAK | -0.24% | $47.84B | +16.03% | 2.16% |
SNN | -0.29% | $12.86B | +16.12% | 2.55% |
ELV | -0.31% | $86.88B | -28.10% | 1.74% |
VZ | -0.36% | $181.34B | +8.42% | 6.31% |
RLX | -0.37% | $1.96B | +18.13% | 0.46% |
CYCN | 0.37% | $9.99M | +14.66% | 0.00% |
UNH | -0.38% | $284.42B | -36.93% | 2.69% |
RGR | 0.42% | $621.64M | -11.27% | 1.92% |
RKT | -0.48% | $2.08B | -1.02% | 0.00% |
BMY | -0.48% | $101.25B | +20.75% | 4.96% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
IAI | 68.92% | $1.27B | 0.4% |
KCE | 68.03% | $474.45M | 0.35% |
QDVO | 66.93% | $68.33M | 0.55% |
IYG | 65.88% | $1.74B | 0.39% |
FXO | 65.71% | $2.09B | 0.62% |
IYF | 65.65% | $3.44B | 0.39% |
FNCL | 64.75% | $2.24B | 0.084% |
KBWB | 64.54% | $3.93B | 0.35% |
VFH | 64.28% | $12.17B | 0.09% |
XLF | 63.21% | $49.08B | 0.09% |
RSPF | 62.76% | $307.84M | 0.4% |
QGRO | 61.86% | $1.65B | 0.29% |
AVUS | 61.65% | $8.49B | 0.15% |
PKW | 61.42% | $1.29B | 0.61% |
PAUG | 61.35% | $781.02M | 0.79% |
AVLV | 61.29% | $7.42B | 0.15% |
JMOM | 61.27% | $1.49B | 0.12% |
PNOV | 61.23% | $655.11M | 0.79% |
IWP | 61.22% | $18.74B | 0.23% |
EPS | 61.09% | $1.09B | 0.08% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -64.09% | $104.89M | 0.59% |
VIXY | -47.97% | $181.73M | 0.85% |
BTAL | -43.28% | $291.96M | 1.43% |
SPTS | -42.89% | $5.78B | 0.03% |
UTWO | -41.57% | $375.31M | 0.15% |
IVOL | -40.64% | $358.40M | 1.02% |
VGSH | -40.45% | $22.51B | 0.03% |
IBTI | -39.77% | $1.04B | 0.07% |
SCHO | -39.41% | $10.95B | 0.03% |
IBTJ | -38.19% | $678.03M | 0.07% |
XONE | -37.22% | $639.82M | 0.03% |
IBTG | -37.17% | $1.95B | 0.07% |
IBTH | -36.63% | $1.58B | 0.07% |
IEI | -36.26% | $15.30B | 0.15% |
IBTK | -36.02% | $434.62M | 0.07% |
SPTI | -35.05% | $8.66B | 0.03% |
VGIT | -34.83% | $31.59B | 0.04% |
FXY | -34.60% | $862.15M | 0.4% |
SCHR | -34.50% | $10.71B | 0.03% |
FTSD | -34.49% | $228.58M | 0.25% |
Yahoo
Charles Schwab will reduce the fees it charges on four index exchange-traded funds and split shares on six of its mutual funds, which will lower the price per share. The fee cuts are modest—between two and four basis points—but Schwab says they will bring the cost of all its equity and fixed-income market cap-weighted index ETFs to less than 10 basis points. The cuts continue a trend of fee reductions in the industry, and follow similar recent moves by Vanguard and E*Trade.
Yahoo
SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. Aft
Yahoo
As the U.S. stock market experiences a period of optimism, with major indices like the S&P 500 and Nasdaq reaching their highest levels since February, investors are encouraged by positive inflation data and progress in China-U.S. trade talks. In such an environment, identifying companies that may be trading below their estimated value can present opportunities for investors looking to capitalize on potential market inefficiencies.
Yahoo
Advisor Ralph Angelo shares why his team joined Commonwealth from Osaic and what he thinks about the planned acquisition of Commonwealth by LPL Financial.
SeekingAlpha
LPL Financial's latest monthly metrics offer positive read throughs. Click here to read more about LPLA stock and why it is a Buy.
Yahoo
Edward Jones, LPL Financial, RBC Capital Markets, Stifel and TD Ameritrade to pay $19M over claims of excessive commissions on small-dollar trades.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AWK | -21.33% | $27.58B | +9.39% | 2.19% |
AMT | -20.97% | $100.56B | +9.02% | 3.86% |
MKTX | -20.49% | $8.45B | +12.50% | 1.33% |
ED | -19.06% | $37.46B | +14.41% | 3.24% |
BGS | -16.95% | $346.32M | -48.27% | 17.43% |
CL | -15.95% | $73.15B | -4.61% | 2.23% |
SBAC | -15.80% | $24.48B | +16.26% | 1.84% |
CBOE | -14.45% | $23.65B | +34.73% | 1.12% |
DG | -14.40% | $24.58B | -11.22% | 2.12% |
ASPS | -14.00% | $103.41M | -32.02% | 0.00% |
TU | -13.96% | $24.58B | +2.03% | 7.13% |
FTS | -12.93% | $24.16B | +23.20% | 3.60% |
MDLZ | -12.65% | $86.66B | +1.64% | 2.74% |
MSEX | -12.53% | $1.01B | +10.40% | 2.38% |
BCE | -12.51% | $21.02B | -30.66% | 12.62% |
AEP | -12.23% | $54.97B | +16.93% | 3.56% |
EVRI | -12.19% | $1.23B | +78.21% | 0.00% |
KO | -11.74% | $305.69B | +13.54% | 3.48% |
WTRG | -11.23% | $10.67B | +2.48% | 3.42% |
CCI | -10.76% | $42.84B | -0.72% | 7.46% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
SPLB | 0.03% | $1.16B | 0.04% |
GLTR | -0.03% | $1.45B | 0.6% |
IGLB | -0.06% | $2.35B | 0.04% |
SPSK | -0.07% | $315.36M | 0.5% |
PTBD | 0.18% | $149.30M | 0.6% |
VCLT | 0.19% | $9.97B | 0.04% |
LEMB | 0.29% | $331.95M | 0.3% |
ASHR | 0.34% | $1.94B | 0.65% |
KCCA | 0.46% | $98.43M | 0.87% |
MSOS | -0.53% | $295.83M | 0.77% |
EMLC | 0.62% | $3.16B | 0.3% |
GIGB | -0.74% | $672.31M | 0.08% |
BILZ | -0.82% | $840.32M | 0.14% |
JUCY | 1.02% | $274.55M | 0.6% |
FXC | -1.03% | $89.76M | 0.4% |
KBA | 1.03% | $172.94M | 0.56% |
IYK | 1.20% | $1.48B | 0.4% |
CNBS | 1.60% | $53.95M | 0.77% |
CNYA | 1.80% | $217.85M | 0.6% |
WEAT | -1.96% | $118.20M | 0.28% |