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 |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR | mc | 251 | $3,321,454 | 69,008 | 0.00 | 0.00 | -1,588 | -2.25 | 12-31-2023 |
| ISHARES TR | cs | 252 | $3,313,203 | 42,808 | 0.00 | 0.00 | 18,774 | 78.11 | 12-31-2023 |
| AUTOMATIC DATA PROCESSING IN | cs | 253 | $3,274,402 | 14,054 | 0.00 | 0.00 | 3,137 | 28.74 | 12-31-2023 |
| NEXTERA ENERGY INC | cs | 254 | $3,272,428 | 53,880 | 0.00 | 0.00 | -6,915 | -11.37 | 12-31-2023 |
