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
TEMPLETON EMERGING MKTS FD mf 4601 $23,360 2,000 0.00 0.00 -9,250 -82.22 12-31-2023
VICTORY PORTFOLIOS II mc Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
DIREXION SHS ETF TR mc 4603 $23,249 360 0.00 360 +Inf 12-31-2023
INVESCO EXCH TRADED FD TR II mc 4604 $23,002 421 0.00 421 +Inf 12-31-2023
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