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
HARTFORD FINL SVCS GROUP INC cs 601 $1,206,986 15,016 0.00 0.00 -1,646 -9.88 12-31-2023
WISDOMTREE TR mc 602 $1,188,486 23,657 0.00 0.00 -1,163,554 -98.01 12-31-2023
FIRST TR EXCHNG TRADED FD VI mc 603 $1,184,938 55,788 0.00 0.00 -989 -1.74 12-31-2023
ISHARES TR mc 604 $1,184,522 50,157 0.00 0.00 -1,813 -3.49 12-31-2023
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