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
INVESCO EXCH TRADED FD TR II mc 4851 $19,937 220 0.00 0.00 1 0.46 12-31-2023
FRANKLIN TEMPLETON ETF TR mc 4852 $19,883 876 0.00 0.00 14 1.62 12-31-2023
LIBERTY GLOBAL LTD cs 4853 $19,852 1,065 0.00 1,065 +Inf 12-31-2023
A-MARK PRECIOUS METALS INC cs 4854 $19,809 655 0.00 655 +Inf 12-31-2023
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