IFP Advisors’s PIMCO RAFI Dynamic Multi-Factor US Equity ETF MFUS Stock Holding History

IFP Advisors’s Portfolio MFUS Stock Details MFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,925	Closed	-$252K	–	4018
2022 Q4	$252K	Buy	8,925 +2,975	+50%	+$113K	0.01%	1235
2022 Q3	$168K	Hold	5,950	–	–	﹤0.01%	1519
2022 Q2	$168K	Hold	5,950	–	–	0.01%	1378
2022 Q1	$168K	Buy	+5,950	New	+$240K	0.01%	1378

Other funds holding MFUS

Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $842M AUM 26.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Royal Bank of Canada

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

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

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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