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 EXCHANGE TRADED FD T | mc | 951 | $624,000 | 7,300 | 0.00 | 0.00 | 2,667 | 57.57 | 12-31-2023 |
| SELECT SECTOR SPDR TR | cs | 952 | $623,438 | 7,287 | 0.00 | 0.00 | -26 | -0.36 | 12-31-2023 |
| VANGUARD CHARLOTTE FDS | mc | 953 | $617,001 | 12,499 | 0.00 | 0.00 | -1,857 | -12.94 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | mc | 954 | $616,625 | 18,214 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
