IFP Advisors, Inc

CIK

1641866

City

TAMPA

State / Country

FL

Stock

WIW — Western Asset Inflation-Linked Opportunities & Income Fund

Top Portfolio Positions

3,253 positions · $2,060,983,763 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	485,256	$123,153,120	5.98%
NVDA	Nvidia Corp Technology	651,842	$113,681,244	5.52%
AMZN	Amazon Com Inc Consumer Cyclical	330,873	$68,910,919	3.34%
MSFT	Microsoft Corp Technology	174,800	$64,705,716	3.14%
SPY	Spdr S&P 500 ETF Trust	88,760	$57,724,178	2.80%
QQQ	Invesco Qqq Trust, Series 1	94,747	$54,686,073	2.65%
IAU	Ishares Gold Trust	566,853	$49,973,760	2.42%
GOOGL	Alphabet Inc. Communication Services	165,774	$47,669,971	2.31%
COST	Costco Wholesale Corp /New Consumer Defensive	30,884	$30,773,744	1.49%
AVGO	Broadcom Inc. Technology	90,843	$28,116,816	1.36%

Portfolio Trend

25 quarters · across all stocks

Holdings in WIW

Compact Export CSV

Shares Held

Position Value (USD)

17 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,230	500	0.0%	Shares	Sole	2026-04-13
2025-12-31	$4,295	500	0.0%	Shares	Sole	2026-02-06
2025-09-30	$4,445	500	0.0%	Shares	Sole	2026-02-06
2025-06-30	$4,380	500	0.0%	Shares	Sole	2025-07-24
2025-03-31	$4,395	500	0.0%	Shares	Sole	2025-05-05
2024-12-31	$4,135	500	0.0%	Shares	Sole	2025-02-04
2024-09-30	$4,420	500	0.0%	Shares	Sole	2025-02-04
2024-06-30	$4,255	500	0.0%	Shares	Sole	2024-07-30
2024-03-31	$4,315	500	-69.3%	Shares	Sole	2024-07-30
2023-12-31	$14,132	1,630	0.0%	Shares	Sole	2024-01-09
2023-09-30	$13,414	1,630	0.0%	Shares	Sole	2023-10-12
2023-06-30	$14,441	1,630	0.0%	Shares	Sole	2023-08-14
2023-03-31	$14,914	1,630	-23.8%	Shares	Sole	2023-04-18
2022-12-31	$19,529	2,139	+1.4%	Shares	Sole	2023-02-07
2022-09-30	$19,128	2,109	+0.9%	Shares	Sole	2022-11-08
2022-06-30	$22,007	2,090	0.0%	Shares	Sole	2022-09-06
2022-03-31	$25,100	2,090	—	Shares	Sole	2022-09-06
No 13F history on record for this holder in this stock.