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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | cs | 101 | $8,052,934 | 18,879 | 0.00 | 0.00 | -39 | -0.21 | 12-31-2023 |
| SPDR SER TR | mc | 102 | $8,043,635 | 88,015 | 0.00 | 0.00 | -199,844 | -69.42 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | mc | 103 | $8,012,627 | 159,518 | 0.00 | 0.00 | -54,376 | -25.42 | 12-31-2023 |
| SCHWAB STRATEGIC TR | cs | 104 | $7,971,382 | 143,195 | 0.00 | 0.00 | -6,005 | -4.02 | 12-31-2023 |
