IFP Advisors’s Davis Select Financial ETF DFNL Stock Holding History

IFP Advisors’s Portfolio DFNL Stock Details DFNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,804	Closed	-$37K	–	2591
2018 Q4	$37K	Hold	1,804	–	–	﹤0.01%	1779
2018 Q3	$45K	Hold	1,804	–	–	﹤0.01%	1948
2018 Q2	$43K	Buy	1,804 +1,054	+141%	+$25.4K	﹤0.01%	2015
2018 Q1	$18K	Hold	750	–	–	﹤0.01%	2438
2017 Q4	$18K	Hold	750	–	–	﹤0.01%	2474
2017 Q3	$17K	Hold	750	–	–	﹤0.01%	2697
2017 Q2	$16K	Buy	+750	New	+$15.7K	﹤0.01%	2702

Other funds holding DFNL

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VFPI

Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

IFP Advisors's DFNL Position: Q1 2019 in Review

IFP Advisors sold out of Davis Select Financial ETF (DFNL) in Q1 2019, closing a stake of 1,804 shares — an estimated $37K sold.

IFP Advisors first reported a position in DFNL in Q2 2017 and held it in 7 quarters. The position peaked at $45K in Q3 2018. 32 funds tracked by Wall St. Rank hold DFNL as of Q1 2019.

IFP Advisors reported no remaining Davis Select Financial ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 1,804 Davis Select Financial ETF shares in Q1 2019, an estimated $37K.
IFP Advisors first reported a position in Davis Select Financial ETF in Q2 2017 and held it in 7 quarters.
IFP Advisors's Davis Select Financial ETF position peaked at $45K in Q3 2018.
32 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.