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
INVESCO EXCHANGE TRADED FD T mc 1201 $432,652 4,033 0.00 0.00 855 26.90 12-31-2023
TARGET CORP cs 1202 $432,611 3,037 0.00 0.00 43 1.44 12-31-2023
ROCKWELL AUTOMATION INC cs 1203 $431,306 1,389 0.00 0.00 134 10.68 12-31-2023
FIRST TR EXCHANGE-TRADED FD mc 1204 $430,705 27,521 0.00 0.00 -922 -3.24 12-31-2023
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