Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IFP ADVISORS INC | 01-09-2024 | 12-31-2023 | 3052 | 2,118,460,002 |
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 |