IFP Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

IFP Advisors’s Portfolio ARDC Stock Details ARDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-648	Closed	-$11K	–	3402
2022 Q4	$11K	Sell	648 -61	-9%	-$721	﹤0.01%	3302
2022 Q3	$11K	Sell	709 -90	-11%	-$1.14K	﹤0.01%	3548
2022 Q2	$13K	Hold	799	–	–	﹤0.01%	3176
2022 Q1	$13K	Buy	+799	New	+$12.1K	﹤0.01%	3176
2019 Q1	–	Sell	-484	Closed	-$7K	–	2406
2018 Q4	$7K	Hold	484	–	–	﹤0.01%	2656
2018 Q3	$8K	Hold	484	–	–	﹤0.01%	2952
2018 Q2	$8K	Buy	484 +26	+6%	+$425	﹤0.01%	3014
2018 Q1	$8K	Hold	458	–	–	﹤0.01%	2902
2017 Q4	$8K	Hold	458	–	–	﹤0.01%	2947
2017 Q3	$8K	Hold	458	–	–	﹤0.01%	3131
2017 Q2	$7K	Hold	458	–	–	﹤0.01%	3209
2017 Q1	$7K	Buy	+458	New	+$7.19K	﹤0.01%	3097

Other funds holding ARDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

IFP Advisors's ARDC Position: Q1 2023 in Review

IFP Advisors sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q1 2023, closing a stake of 648 shares — an estimated $11K sold.

IFP Advisors first reported a position in ARDC in Q1 2017 and held it in 12 quarters. The position peaked at $13K in Q2 2022. 55 funds tracked by Wall St. Rank hold ARDC as of Q1 2023.

IFP Advisors reported no remaining Are Dynamic Credit Allocation Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 648 Are Dynamic Credit Allocation Fund shares in Q1 2023, an estimated $11K.
IFP Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q1 2017 and held it in 12 quarters.
IFP Advisors's Are Dynamic Credit Allocation Fund position peaked at $13K in Q2 2022.
55 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.