IFP Advisors’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

IFP Advisors’s Portfolio RAVI Stock Details RAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-655	Closed	-$49K	–	4212
2022 Q4	$49K	Buy	+655	New	+$48.7K	﹤0.01%	2265
2020 Q1	–	Sell	-14,081	Closed	-$1.06M	–	2958
2019 Q4	$1.07M	Sell	14,081 -12	-0.1%	-$909	0.08%	265
2019 Q3	$1.07M	Buy	+14,093	New	+$1.07M	0.07%	287
2019 Q1	–	Sell	-14,999	Closed	-$1.13M	–	3192
2018 Q4	$1.13M	Sell	14,999 -696	-4%	-$52.4K	0.07%	317
2018 Q3	$1.19M	Buy	15,695 +49	+0.3%	+$3.7K	0.05%	383
2018 Q2	$1.18M	Buy	+15,646	New	+$1.18M	0.05%	372

Other funds holding RAVI

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

IFP Advisors's RAVI Position: Q1 2023 in Review

IFP Advisors sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q1 2023, closing a stake of 655 shares — an estimated $49K sold.

IFP Advisors first reported a position in RAVI in Q2 2018 and held it in 6 quarters. The position peaked at $1.19M in Q3 2018. 62 funds tracked by Wall St. Rank hold RAVI as of Q1 2023.

IFP Advisors reported no remaining FlexShares Ultra-Short Income Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 655 FlexShares Ultra-Short Income Fund shares in Q1 2023, an estimated $49K.
IFP Advisors first reported a position in FlexShares Ultra-Short Income Fund in Q2 2018 and held it in 6 quarters.
IFP Advisors's FlexShares Ultra-Short Income Fund position peaked at $1.19M in Q3 2018.
62 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2023.

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