LPL Financial Holdings Inc (LPLA)

147.60 +0.04  +0.03% NASDAQ Apr 16, 20:00 USD
View Full Chart
Price Chart
View All LPLA News


View All Events


Date Type Description
04/30/2020 17:00 EDT Earnings Calls Q1 2020 Earnings Call
04/30/2020 00:00 Earnings Results Q1 2020 Earnings Results
05/06/2020 10:00 Agm 2019 Annual General Meeting
05/27/2020 None Dividends 0.25 Normal, declared May 06, 2020 and paid June 12, 2020
07/30/2020 17:00 EDT Earnings Calls Q2 2020 Earnings Call
07/30/2020 00:00 Earnings Results Q2 2020 Earnings Results
08/13/2020 None Dividends 0.25 Normal, declared July 28, 2020 and paid August 28, 2020
10/29/2020 00:00 Earnings Results Q3 2020 Earnings Results
10/29/2020 17:00 EDT Earnings Calls Q3 2020 Earnings Call
11/10/2020 None Dividends 0.25 Normal, declared October 29, 2020 and paid November 30, 2020
View All Performance Charts

Total Returns Comparison

Ratings & Reports



  • Description: LPL Financial Holdings is an independent broker/dealer that provides a platform of proprietary technology, brokerage, and investment advisory services to financial advisors and institutions. The company also provides financial advisors licensed with insurance companies customized clearing services, advisory platforms, and technology solutions. LPL provides a range of services through its subsidiaries. Private Trust supplies trust administration, investment management oversight, and custodial services for estates and families; Independent Advisers Group offers investment advisory solutions to insurance companies; and LPL Insurance Associates operates as a brokerage general agency that offers life, long-term care, and disability insurance sales and services.
  • URL:
  • Investor Relations URL:
  • HQ State/Province: California
  • Sector: Financial Services
  • Industry: Capital Markets
  • Equity Style: Mid Cap/Blend
  • Next Earnings Release: Apr. 29, 2021
  • Last Earnings Release: Feb. 04, 2021
  • Next Ex-Dividend Date: N/A
  • Last Ex-Dividend Date: Mar. 15, 2021

Top Fund Holders

Symbol Name Weighting
IAI iShares US Broker-Dealers&Secs Exchs ETF 4.69%
HRAYX Carillon Eagle Mid Cap Growth Y 2.00%
WFHHX Wells Fargo Special Mid Cap Value R 1.72%
FXO First Trust Financials AlphaDEX® ETF 1.59%
JANEX Janus Henderson Enterprise D 1.56%
JGMCX Janus Henderson Triton C 1.55%
EZM WisdomTree US MidCap Earnings ETF 0.73%
VEXPX Vanguard Explorer Inv 0.60%
ISCG iShares Morningstar Small-Cap Growth ETF 0.38%
VSIIX Vanguard Small Cap Value Index I 0.36%
VBR Vanguard Small-Cap Value ETF 0.36%
SCHA Schwab US Small-Cap ETF™ 0.29%





Please note that this feature is only available as an add-on to YCharts subscriptions.

Please note that this feature requires full activation of your account and is not permitted during the free trial period.

Start My Free Trial {{}} No credit card required.

Already a subscriber? Sign in.