IFP Advisors’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

IFP Advisors’s Portfolio HERD Stock Details HERD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,000	Closed	-$25K	–	3844
2022 Q4	$25K	Sell	1,000 -1	-0.1%	-$32	﹤0.01%	2715
2022 Q3	$26K	Sell	1,001 -576	-37%	-$18.1K	﹤0.01%	2866
2022 Q2	$39K	Hold	1,577	–	–	﹤0.01%	2329
2022 Q1	$39K	Buy	+1,577	New	+$55.3K	﹤0.01%	2329

Other funds holding HERD

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors's HERD Position: Q1 2023 in Review

IFP Advisors sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2023, closing a stake of 1,000 shares — an estimated $25K sold.

IFP Advisors first reported a position in HERD in Q1 2022 and held it in 4 quarters. The position peaked at $39K in Q2 2022. 14 funds tracked by Wall St. Rank hold HERD as of Q1 2023.

IFP Advisors reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 1,000 Pacer Cash Cows Fund of Funds ETF shares in Q1 2023, an estimated $25K.
IFP Advisors first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2022 and held it in 4 quarters.
IFP Advisors's Pacer Cash Cows Fund of Funds ETF position peaked at $39K in Q2 2022.
14 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2023.

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