IA
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IFP Advisors’s ProShares Short Financials SEF Stock Holding History

IFP Advisors’s Portfolio SEF Stock Details SEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,817
Closed -$320K – 2972
2019
Q4 		$292K Sell
3,817
-4,337
-53% -$348K 0.02% 563
2019
Q3 		$669K Buy
+8,154
New +$687K 0.04% 414
2018
Q4 		– Sell
-5,248
Closed -$471K – 3824
2018
Q3 		$471K Buy
+5,248
New +$468K 0.02% 688
2017
Q3 		– Sell
-35
Closed -$4K – 4188
2017
Q2 		$4K Hold
35
– – ﹤0.01% 3531
2017
Q1 		$4K Hold
35
– – ﹤0.01% 3438
2016
Q4 		$4K Sell
35
-36,089
-100% -$4.33M ﹤0.01% 3423
2016
Q3 		$4.6M Buy
36,124
+1,424
+4% +$183K 0.24% 87
2016
Q2 		$4.68M Buy
+34,700
New +$4.69M 0.26% 81

Other funds holding SEF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMBTD
First Midwest Bank Trust Division Joliet, Illinois $777M AUM 29.48% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return