IFP Advisors’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

IFP Advisors’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-196	Closed	-$12K	–	4576
2021 Q4	$12K	Buy	+196	New	+$11.8K	﹤0.01%	2155
2021 Q1	–	Sell	-825	Closed	-$41.3K	–	3134
2020 Q4	$41K	Hold	825	–	–	﹤0.01%	1515
2020 Q3	$38K	Hold	825	–	–	﹤0.01%	1389
2020 Q2	$33K	Hold	825	–	–	﹤0.01%	1385
2020 Q1	$27K	Hold	825	–	–	﹤0.01%	1373
2019 Q4	$32K	Sell	825 -290	-26%	-$10.5K	﹤0.01%	1433
2019 Q3	$38K	Buy	+1,115	New	+$39.1K	﹤0.01%	1487
2019 Q1	$22K	Hold	640	–	–	﹤0.01%	1313
2018 Q4	$18K	Buy	640 +142	+29%	+$4.42K	﹤0.01%	2193
2018 Q3	$17K	Hold	498	–	–	﹤0.01%	2545
2018 Q2	$16K	Sell	498 -619	-55%	-$19.5K	﹤0.01%	2606
2018 Q1	$33K	Hold	1,117	–	–	﹤0.01%	2054
2017 Q4	$33K	Buy	+1,117	New	+$31.9K	﹤0.01%	2079

Other funds holding LRGE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $442M AUM 16.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

IFP Advisors's LRGE Position: Q1 2022 in Review

IFP Advisors sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q1 2022, closing a stake of 196 shares — an estimated $12K sold.

IFP Advisors first reported a position in LRGE in Q4 2017 and held it in 13 quarters. The position peaked at $41K in Q4 2020. 42 funds tracked by Wall St. Rank hold LRGE as of Q1 2022.

IFP Advisors reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q1 2022 after selling out during the quarter.
IFP Advisors sold 196 ClearBridge Large Cap Growth Select ETF shares in Q1 2022, an estimated $12K.
IFP Advisors first reported a position in ClearBridge Large Cap Growth Select ETF in Q4 2017 and held it in 13 quarters.
IFP Advisors's ClearBridge Large Cap Growth Select ETF position peaked at $41K in Q4 2020.
42 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.