Overview Performance Dividends Metrics Financials ETFs Industry Correlations

31 Stock and 69 ETF LPL Financial (LPLA) alternatives

The most close LPL Financial (LPLA) alternative is ETF CEFZ (RIVERNORTH ACTIVE INCOME ETF). The correlation is 0.7866.

Stocks that highly correlated with LPLA

Symbol	Name	Market cap	Sector	Industry	Correlation
RJF	Raymond James Financial Inc	$33B	Financial Services	Asset Management	0.76
ATHR	Aether Holdings Inc	$53M	Technology	Software - Application	0.76
SF	Stifel Financial Corp	$12B	Financial Services	Capital Markets	0.72
AMP	Ameriprise Financial Inc	$49B	Financial Services	Asset Management	0.71
PACWP	PacWest Bancorp Depositary Shares Each Representing a 140th Interest in a Share of 7.75 Fixed Rate NonCumulative Perpetual Preferred Stock Series A	$2.48B	N/A	N/A	0.70
WH	Wyndham Hotels & Resorts Inc	$5.96B	Consumer Cyclical	Lodging	0.70
EQH	Equitable Holdings Inc	$14B	Financial Services	Asset Management	0.70
ALTS	ALT5 Sigma Corporation Common Stock	$4.90B	Technology	Software - Application	0.69
CFR	Cullen Frost Bankers Inc	$10B	Financial Services	Banks - Regional	0.69
LNC	Lincoln National Corp	$7.83B	Financial Services	Insurance - Life	0.69
EWBC	East West Bancorp Inc	$18B	Financial Services	Banks - Regional	0.68
BHF	Brighthouse Financial Inc	$3.74B	Financial Services	Insurance - Life	0.66
BAC	Bank Of America Corp	$439B	Financial Services	Banks - Diversified	0.66
WTFC	Wintrust Financial Corp	$11B	Financial Services	Banks - Regional	0.66
AS	Amer Sports Inc	$20B	Consumer Cyclical	Leisure	0.66
JCAP	Jefferson Capital Inc	$1.06B	Financial Services	Credit Services	0.66
ARCC	Ares Capital Corp	$14B	Financial Services	Asset Management	0.66
MAR	Marriott International Inc - Class A	$98B	Consumer Cyclical	Lodging	0.65
AL	Air Lease Corporation	$7.28B	Industrials	Rental & Leasing Services	0.65
COF	Capital One Financial Corp	$129B	Financial Services	Credit Services	0.65
GTLS-P-B	Chart Industries Inc	$3.46B	N/A	N/A	0.65
MET	Metlife Inc	$60B	Financial Services	Insurance - Life	0.65
HBAN	Huntington Bancshares Inc	$37B	Financial Services	Banks - Regional	0.64
PRU	Prudential Financial Inc	$40B	Financial Services	Insurance - Life	0.64
BACC	Blue Acquisition Corp - Class A	$214M	Financial Services	Shell Companies	0.64
MFIC	MidCap Financial Investment Corporation	$845M	Financial Services	Asset Management	0.64
ASB	Associated Banc-Corp	$5.12B	Financial Services	Banks - Regional	0.64
WFC	Wells Fargo & Company	$268B	Financial Services	Banks - Diversified	0.64
CPZ	Calamos Long/Short Equity & Dynamic Income Trust	$255M	Financial Services	Asset Management	0.64
SNV	Synovus Financial Corp	$6.95B	Financial Services	Banks - Regional	0.64
SCHW	Charles Schwab Corp	$179B	Financial Services	Capital Markets	0.63

ETFs that highly correlated with LPLA

Symbol	Name	AUM	Expense Ratio	Inception Date	Correlation
CEFZ	RIVERNORTH ACTIVE INCOME ETF	$40M	3.36%	Dec 27, 2006	0.79
PRCS	PARNASSUS CORE SELECT ETF	$161M	0.58%	Dec 11, 2024	0.71
IYG	ISHARES U.S. FINANCIAL SERVICES ETF	$2B	0.38%	Jun 12, 2000	0.70
AWAY	Amplify Travel Tech ETF	$25M	0.75%	Feb 12, 2020	0.70
VFH	VANGUARD FINANCIALS INDEX FUND ETF SHARES	$14B	0.09%	Jan 26, 2004	0.69
FNCL	FIDELITY MSCI FINANCIALS INDEX ETF	$2.20B	0.08%	Oct 21, 2013	0.69
RSPF	INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF	$288M	0.40%	Nov 1, 2006	0.68
IAI	ISHARES U.S. BROKER-DEALERS &AMP; SECURITIES EXCHANGES ETF	$1.30B	0.38%	May 1, 2006	0.68
VPC	VIRTUS PRIVATE CREDIT STRATEGY ETF	$31M	10.60%	Feb 7, 2019	0.68
XLF	STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF	$51B	0.08%	Dec 16, 1998	0.68
DFNL	DAVIS SELECT FINANCIAL ETF	$455M	0.61%	Jan 11, 2017	0.68
FXO	FIRST TRUST FINANCIALS ALPHADEX FUND	$1.10B	0.60%	May 8, 2007	0.68
VFVA	VANGUARD U.S. VALUE FACTOR ETF ETF SHARES	$845M	0.13%	Feb 13, 2018	0.67
AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$29B	0.25%	Sep 24, 2019	0.67
FTXO	FIRST TRUST NASDAQ BANK ETF	$302M	0.60%	Sep 20, 2016	0.67
GIND	Goldman Sachs India Equity ETF	$164M	0.75%	Apr 1, 2025	0.67
EQRR	PROSHARES EQUITIES FOR RISING RATES ETF	$38M	0.35%	Jul 24, 2017	0.67
IYF	ISHARES U.S. FINANCIALS ETF	$3.90B	0.38%	May 22, 2000	0.67
JMID	JANUS HENDERSON MID CAP GROWTH ALPHA ETF	$25M	0.30%	Sep 17, 2024	0.67
BTFX	CoinShares Bitcoin Leverage ETF	$12M	N/A	Feb 21, 2024	0.66
OAKM	OAKMARK U.S. LARGE CAP ETF	$1B	0.59%	Dec 3, 2024	0.66
KBWB	INVESCO KBW BANK ETF	$6.50B	0.35%	Nov 1, 2011	0.66
UYG	PROSHARES ULTRA FINANCIALS	$743M	N/A	Jan 30, 2007	0.66
BIZD	VANECK BDC INCOME ETF	$1.60B	9.69%	Feb 11, 2013	0.66
WTV	WISDOMTREE U.S. VALUE FUND	$2.90B	0.12%	Feb 23, 2007	0.66
SQMX	FT VEST U.S. EQUITY QUARTERLY MAX BUFFER ETF	$48M	0.85%	Dec 19, 2024	0.66
FSCS	FIRST TRUST SMID CAPITAL STRENGTH ETF	$59M	0.60%	Jun 20, 2017	0.66
BKCG	BNY MELLON CONCENTRATED GROWTH ETF	$117M	0.50%	May 14, 2004	0.66
LSAF	LEADERSHARES(R) ALPHAFACTOR(R) US CORE EQUITY ETF	$161M	0.75%	Oct 1, 2018	0.66
FAS	DIREXION DAILY FINANCIAL BULL 3X SHARES	$2.20B	N/A	Nov 6, 2008	0.66
SDVY	FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	$11B	0.58%	Nov 1, 2017	0.65
VFMF	VANGUARD U.S. MULTIFACTOR ETF ETF SHARES	$703M	0.18%	Feb 13, 2018	0.65
IBHL	ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF	$24M	0.35%	Mar 25, 2025	0.65
KMLI	KraneShares 2x Long MELI Daily ETF	$8.80M	N/A	Apr 4, 2025	0.65
SYLD	CAMBRIA SHAREHOLDER YIELD ETF	$937M	0.59%	May 13, 2013	0.65
BDCZ	BDCZ	$11M	0.85%	Oct 9, 2015	0.65
EZM	WISDOMTREE U.S. MIDCAP FUND	$939M	0.38%	Feb 23, 2007	0.65
CVY	INVESCO ZACKS MULTI-ASSET INCOME ETF	$121M	1.21%	Sep 21, 2006	0.65
TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$357M	0.52%	Dec 2, 2019	0.65
SPVM	INVESCO S&P 500 VALUE WITH MOMENTUM ETF	$115M	0.39%	Jun 16, 2011	0.65
SMLL	HARBOR ACTIVE SMALL CAP ETF	$14M	0.80%	Aug 28, 2024	0.65
JHSC	JOHN HANCOCK MULTIFACTOR SMALL CAP ETF	$687M	0.42%	Nov 8, 2017	0.65
KCE	STATE STREET(R) SPDR(R) S&P(R) CAPITAL MARKETS ETF	$419M	0.35%	Nov 8, 2005	0.64
MAGA	POINT BRIDGE AMERICA FIRST ETF	$31M	0.72%	Sep 6, 2017	0.64
PEVC	PACER PE/VC ETF	$2.40M	0.85%	Jan 29, 2025	0.64
RCGE	ROCKCREEK GLOBAL EQUALITY ETF	$96M	0.95%	Feb 26, 2025	0.64
KBE	STATE STREET(R) SPDR(R) S&P(R) BANK ETF	$1.50B	0.35%	Nov 8, 2005	0.64
RFV	INVESCO S&P MIDCAP 400 PURE VALUE ETF	$323M	0.35%	Mar 1, 2006	0.64
AVUS	AVANTIS U.S. EQUITY ETF	$14B	0.15%	Sep 24, 2019	0.64
FNK	FIRST TRUST MID CAP VALUE ALPHADEX FUND	$221M	0.74%	Apr 19, 2011	0.64
DVLU	FIRST TRUST DORSEY WRIGHT MOMENTUM & VALUE ETF	$46M	0.60%	Sep 5, 2018	0.64
FDM	FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND	$265M	0.60%	Sep 27, 2005	0.64
COWZ	PACER US CASH COWS 100 ETF	$18B	0.49%	Dec 16, 2016	0.64
IXG	ISHARES GLOBAL FINANCIALS ETF	$586M	0.41%	Nov 12, 2001	0.64
EFR	Eaton Vance Senior Floating-Rate Trust	$349M	N/A	N/A	0.64
SQLV	ROYCE QUANT SMALL-CAP QUALITY VALUE ETF	$29M	0.60%	Jul 12, 2017	0.64
PKW	INVESCO BUYBACK ACHIEVERS ETF	$1.70B	0.62%	Dec 20, 2006	0.64
UPGD	INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF	$118M	0.40%	May 19, 2006	0.64
RWK	INVESCO S&P MIDCAP 400 REVENUE ETF	$1.30B	0.39%	Feb 20, 2008	0.64
EFFI	HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF	$143M	0.55%	Dec 11, 2024	0.64
FCTR	FIRST TRUST LUNT U.S. FACTOR ROTATION ETF	$57M	0.65%	Jul 25, 2018	0.64
CVNY	YIELDMAX(R) CVNA OPTION INCOME STRATEGY ETF	$23M	1.09%	Jan 29, 2025	0.64
ESML	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	$2.90B	0.17%	Apr 10, 2018	0.64
TLCI	TOUCHSTONE INTERNATIONAL EQUITY ETF	$111M	0.37%	Mar 3, 2025	0.64
FSMD	FIDELITY SMALL-MID MULTIFACTOR ETF	$2.60B	0.15%	Feb 26, 2019	0.64
OSCV	OPUS SMALL CAP VALUE ETF	$699M	0.79%	Jul 18, 2018	0.63
FSGS	First Trust Small Cap US Equity Select ETF	$29M	0.61%	Jun 20, 2017	0.63
ABLS	ABACUS FCF SMALL CAP LEADERS ETF	$1.40M	0.39%	Feb 18, 2025	0.63
IAT	ISHARES U.S. REGIONAL BANKS ETF	$656M	0.38%	May 1, 2006	0.63