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
ISHARES TR mc 4651 $22,719 369 0.00 0.00 -50 -11.93 12-31-2023
STERLING INFRASTRUCTURE INC cs 4652 $22,686 258 0.00 258 +Inf 12-31-2023
INVESCO EXCH TRADED FD TR II mc Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
VANGUARD ADMIRAL FDS INC mc 4654 $22,667 260 0.00 0.00 0 0.00 12-31-2023
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