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 |
|---|---|---|---|---|---|---|---|---|---|
| TIDAL ETF TR | mc | Liquidated | $0 | 0 | 0.00 | 0.00 | -8,725 | -20.07 | 12-31-2023 |
| ISHARES TR | cs | 1552 | $290,527 | 1,016 | 0.00 | 0.00 | -105 | -9.37 | 12-31-2023 |
| INVESCO EXCH TRADED FD TR II | mc | 1553 | $289,961 | 5,435 | 0.00 | 0.00 | -522 | -8.76 | 12-31-2023 |
| CAPITAL GROUP GBL GROWTH EQT | mc | 1554 | $288,899 | 11,228 | 0.00 | 0.00 | -9,342 | -45.42 | 12-31-2023 |
