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 551 $1,387,088 60,520 0.00 0.00 15,047 33.09 12-31-2023
INDEXIQ ETF TR mc 552 $1,384,196 32,965 0.00 0.00 1,137 3.57 12-31-2023
FIRST TR EXCHANGE TRADED FD mc 553 $1,381,646 15,759 0.00 0.00 -1,986 -11.19 12-31-2023
KRANESHARES TR mc 554 $1,373,920 66,434 0.00 0.00 -33,964 -33.83 12-31-2023
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