Ifp Advisors, Inc Asset Management

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NVG Nuveen Amt Free Municipal Credit Income Fund	$0	$9,000 0.0% of portfolio	760	Q1 2024 Reduced 21.97%
PAXS Pimco Access Income Fund	$0	$9,000 0.0% of portfolio	616	Q1 2025 Reduced 84.6%
IGD Voya Global Equity Dividend & Premium Opportunity Fund	$0	$9,000 0.0% of portfolio	1,675	Q1 2023 Reduced 37.27%
GGN Gamco Global Gold, Natural Resources & Income Trust	$0	$8,000 0.0% of portfolio	2,000	Q3 2024 New
NEA Nuveen Amt Free Quality Municipal Income Fund	$0	$8,000 0.0% of portfolio	756	Q3 2024 New
PHK Pimco High Income Fund	$0	$8,000 0.0% of portfolio	1,800	Q1 2025 New
NMZ Nuveen Municipal High Income Opportunity Fund	$0	$7,000 0.0% of portfolio	700	Q4 2023 Reduced 41.67%
HFRO Highland Income Fund\Ma	$0	$6,000 0.0% of portfolio	1,158	Q1 2025 Added 2.21%
JQC Nuveen Credit Strategies Income Fund	$0	$6,000 0.0% of portfolio	1,262	Q4 2024 Added 0.96%
RNP Cohen & Steers Reit & Preferred & Income Fund Inc	$0	$5,000 0.0% of portfolio	259	Q3 2024 Reduced 79.43%
ETG Eaton Vance Tax Advantaged Global Dividend Income Fund	$0	$5,000 0.0% of portfolio	290	Q1 2025 Added 974.07%
EMF Templeton Emerging Markets Fund	$0	$5,000 0.0% of portfolio	400	Q1 2025 New
TY Tri Continental Corp	$0	$5,000 0.0% of portfolio	180	Q3 2023 Reduced 24.37%
DSU Blackrock Debt Strategies Fund, Inc.	$0	$4,000 0.0% of portfolio	469	Q2 2023 New
DHY Credit Suisse High Yield Bond Fund	$0	$4,000 0.0% of portfolio	2,223	Q2 2023 New
WIW Western Asset Inflation Linked Opportunities & Income Fund	$0	$4,000 0.0% of portfolio	500	Q1 2024 Reduced 69.33%
AB Alliancebernstein Holding L.P.	$3.97B	$3,000 0.0% of portfolio	100	Q1 2025 Reduced 60.78%
LEO Bny Mellon Strategic Municipals, Inc.	$0	$3,000 0.0% of portfolio	562	Q3 2024 New
GLO Clough Global Opportunities Fund	$0	$3,000 0.0% of portfolio	693	Q3 2024 Reduced 59.07%
CNS Cohen & Steers, Inc.	$3.77B	$3,000 0.0% of portfolio	41	Q1 2025 New
NMFC New Mountain Finance Corp	$983M	$3,000 0.0% of portfolio	297	Q3 2024 Reduced 96.05%
PHT Pioneer High Income Fund, Inc.	$0	$3,000 0.0% of portfolio	503	Q1 2023 Reduced 86.46%
PSEC Prospect Capital Corp	$0	$3,000 0.0% of portfolio	750	Q1 2025 Reduced 17.31%
TDF Templeton Dragon Fund Inc	$0	$3,000 0.0% of portfolio	324	Q4 2024 New
DSL Double Line Income Solutions Fund	$0	$2,000 0.0% of portfolio	237	Q1 2025 Added 12.32%
DBL Double Line Opportunistic Credit Fund	$0	$2,000 0.0% of portfolio	156	Q1 2024 Reduced 92.1%
RVT Royce Value Trust, Inc.	$0	$2,000 0.0% of portfolio	155	Q1 2023 Reduced 95.32%
TSI Tcw Strategic Income Fund Inc	$0	$2,000 0.0% of portfolio	500	Q3 2023 Reduced 28.57%
EAD Allspring Income Opportunities Fund	$0	$2,000 0.0% of portfolio	300	Q1 2023 Reduced 92.36%
TCPC Black Rock Tcp Capital Corp.	$0	$1,000 0.0% of portfolio	230	Q4 2024 Reduced 77.0%
CRBG Corebridge Financial, Inc.	$19.6B	$1,000 0.0% of portfolio	55	Q1 2025 Reduced 38.89%
ETB Eaton Vance Tax Managed Buy Write Income Fund	$0	$1,000 0.0% of portfolio	125	Q1 2023 Reduced 51.92%
BBUC Brookfield Business Corp	$1.92B	$0 0.0% of portfolio	0	Q1 2025 New
FHI Federated Hermes, Inc.	$3.7B	$0 0.0% of portfolio	2	Q4 2024 Reduced 99.54%
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$0	$0 0.0% of portfolio	8	Q4 2024 New
NAD Nuveen Quality Municipal Income Fund	$0	$0 0.0% of portfolio	1	Q1 2025 Reduced 99.97%
PX P10, Inc.	$460M	$0 0.0% of portfolio	0	Q1 2025 New
TPG Tpg Inc.	$3.34B	$0 0.0% of portfolio	0	Q1 2025 New
VCTR Victory Capital Holdings, Inc.	$4.04B	$0 0.0% of portfolio	1	Q4 2024 New
WETF Wisdom Tree Investments, Inc.	$800M	$0 0.0% of portfolio	18	Q4 2024 New
PAX Patria Investments LTD	$584M	$0 0.0% of portfolio	1	Q4 2024 New

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