Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
IFP ADVISORS INC 01-09-2024 12-31-2023 3052 2,118,460,002
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DOUBLELINE INCOME SOLUTIONS mf 1101 $501,469 40,969 0.00 0.00 16,055 64.44 12-31-2023
EVERGY INC cs 1102 $498,264 9,545 0.00 0.00 -19,514 -67.15 12-31-2023
HCA HEALTHCARE INC cs 1103 $497,795 1,839 0.00 0.00 -343 -15.72 12-31-2023
CHENIERE ENERGY INC cs 1104 $497,536 2,914 0.00 0.00 52 1.82 12-31-2023
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