IFC HOLDINGS Overview
Ifc Holdings Incorporated is an investment advisor that manages 3.9 BN dollars in regulatory AUM and has 1031 employees, of which 872 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/09 to 03/31/17. The fund's latest filing disclosed 1BN in positions, representing 29% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 03/31/17. The fund's latest filing disclosed 1BN in positions, representing 29% of the manager's regulatory AUM.
IFC HOLDINGS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
IFC HOLDINGS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BSV | 6.48% | ETF | 0.72% | -0.03% | 1 | 2% | ||
| VEA | 6.23% | ETF | 6.12% | 0.15% | 0 | 6% | ||
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FEATURED IN
IFC HOLDINGS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ruth Ann Burgess | Chief Compliance Officer/Svp/ Asst. Secretary | April-2002 |
| Thomas John Meyer | Secretary | December-2003 |
| Maura Kathryn Collins | Cfo | March-2004 |
| John Paul Bertino | Rosfp, Svp, Operations, Sales Review | July-2008 |
| Gerry A Gunderson | General Counsel & Svp Of Regulatory Affairs, Nph, Director-Invest | April-2007 |
| James Peter Miller | Nph Svp, Operations | February-2007 |
| Sandra Renee Whited | Rosfp | July-2008 |
| Steven Howard Dowden | President, Ceo, Director | November-2009 |
| Daniel Stuart Weiss | Nph - Vp Due Diligence | May-2011 |
| Vanessa Marie Rodriguez Lambrechts | Finop | April-2013 |
| Robert Harold Jr. Dearman | Svp - Nph Advisory | December-2012 |
| Allan Reyes Avena | Vp, Advisory Services | January-2011 |
| Caren Leslie Coleman | Vp, Nph Product & Sponsor Relations | January-2010 |
| Tatiana Frost Purdy | Municipal Principal | April-2014 |
| James Loyd Jr Livingston | President & Ceo-National Planning Holdings, Inc. | January-2015 |
| Gregory Christopher Luers | Vp, Compliance | April-2015 |
IFC HOLDINGS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
IFC HOLDINGS Investment Strategy
ITEM 8. CLIENT CONTACT WITH PORTFOLIO MANAGERS
Any questions regarding the management of the Model Portfolios or your account should be directed to your Representative, or our Asset Management Group at the above contact information.
ITEM 9. ADDITIONAL INFORMATION
...
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Any questions regarding the management of the Model Portfolios or your account should be directed to your Representative, or our Asset Management Group at the above contact information.
ITEM 9. ADDITIONAL INFORMATION
...
Unlock Full Investment Process Description
IFC HOLDINGS Portfolio Concentration
IFC HOLDINGS Location
12750 CITRUS PARK LANE
SUITE 300
TAMPA, Florida
UNITED STATES, 33625
SUITE 300
TAMPA, Florida
UNITED STATES, 33625
IFC HOLDINGS Contact Information
Phone Number: (813) 880-5300
Fax Number: 813-890-6407
Website: null
Fax Number: 813-890-6407
Website: null
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