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 12/31/17. The fund's latest filing disclosed 1BN in positions, representing 37% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/09 to 12/31/17. The fund's latest filing disclosed 1BN in positions, representing 37% of the manager's regulatory AUM.
IFC HOLDINGS StockAlpha
Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
IFC HOLDINGS Since Last Filing Return Details
Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
---|---|---|---|---|---|---|---|---|
Unlock Positions and Returns Details |
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
...
Unlock Full Investment Process Description
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
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here