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
STEEL DYNAMICS INC cs 901 $668,846 5,662 0.00 0.00 156 2.83 12-31-2023
ILLINOIS TOOL WKS INC cs 902 $667,968 2,550 0.00 0.00 -1,951 -43.35 12-31-2023
FIRST TR EXCH TRADED FD III mc 903 $667,767 37,452 0.00 0.00 -14,818 -28.35 12-31-2023
KRANESHARES TR mc Liquidated $0 0 0.00 0.00 -1,062 -4.17 12-31-2023
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