Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

LPLA Relative to the S&P 500

LPLA Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the LPL Financial Holdings Inc. (NASD:LPLA) seasonal charts above shows that a Buy Date of August 16 and a Sell Date of January 9 has resulted in a geometric average return of 11.57% above the benchmark rate of the S&P 500 Total Return Index over the past 14 years. This seasonal timeframe has shown positive results compared to the benchmark in 12 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 14 years by an average of 7.29% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

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.

To download LPLA seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: LPLA