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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO DYNAMIC INCOME FD | mf | 201 | $3,889,929 | 216,703 | 0.00 | 0.00 | 64,186 | 42.08 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | mc | 202 | $3,783,834 | 80,491 | 0.00 | 0.00 | 48,940 | 155.11 | 12-31-2023 |
| VANGUARD INDEX FDS | cs | 203 | $3,765,721 | 20,925 | 0.00 | 0.00 | -7,852 | -27.29 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | mc | 204 | $3,720,473 | 196,227 | 0.00 | 0.00 | 96,165 | 96.11 | 12-31-2023 |
