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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | cs | 701 | $959,981 | 5,369 | 0.00 | 0.00 | 87 | 1.65 | 12-31-2023 |
| MEDTRONIC PLC | cs | 702 | $955,416 | 11,601 | 0.00 | 0.00 | -3,644 | -23.90 | 12-31-2023 |
| INVESCO ACTVELY MNGD ETC FD | mc | 703 | $954,530 | 71,770 | 0.00 | 0.00 | -17,467 | -19.57 | 12-31-2023 |
| SELECT SECTOR SPDR TR | cs | 704 | $947,598 | 14,964 | 0.00 | 0.00 | -200,115 | -93.04 | 12-31-2023 |
