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 09/30/16. The fund's latest filing disclosed 949MM in positions, representing 24% of the manager's regulatory AUM.

IFC HOLDINGS StockAlpha

-2.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

IFC HOLDINGS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BSV 6.98% ETF -1.36% -0.13% 0 3%
VEA 6.29% ETF -4.12% -0.36% 0 8%
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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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IFC HOLDINGS Portfolio Concentration

IFC HOLDINGS Location

12750 CITRUS PARK LANE
SUITE 300
TAMPA, Florida
UNITED STATES, 33625

IFC HOLDINGS Contact Information

Phone Number: (813) 880-5300
Fax Number: 813-890-6407
Website:

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