Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
IFP ADVISORS INC 01-09-2024 12-31-2023 3052 2,118,460,002
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC cs 1 $53,983,861 280,382 0.00 0.00 -26,356 -8.59 12-31-2023
FIRST TR EXCHANGE-TRADED FD mc 2 $43,721,347 732,844 0.00 0.00 -153,073 -17.28 12-31-2023
SPDR S&P 500 ETF TR cs 3 $42,995,030 90,449 0.00 0.00 16,802 22.81 12-31-2023
ISHARES TR cs 4 $32,505,926 328,739 0.00 0.00 148,731 82.62 12-31-2023
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