IFC HOLDINGS INCORPORATED/FL Information

12750 CITRUS PARK LANE, TAMPA, Florida, 33625, (813) 880-5311

Report Date: 03/31/2015

Position Statistics

Total Positions 399
New Positions 27
Increased Positions 251
Decreased Positions 123
Positions with Activity 374
Sold Out Positions 17
Total Mkt Value (in $ millions) 666

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.3%
Capital Goods 2.06%
Conglomerates
Consumer Cyclical 0.93%
Consumer/Non-Cyclical 2.51%
Energy 1.95%
Financial 64.95%
Healthcare 5.33%
Services 6.29%
Technology 4.62%
Transportation 1.55%
Utilities 1.94%

399 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALSPAR CORP COM 3,486 160 4.82 40,463
VANGUARD INDEX FDS REIT ETF 3,479 64 1.88 43,458
AMERICAN TOWER CORP NEW COM 3,390 144 4.43 35,932
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 3,340 602 21.98 31,271
ISHARES TR RUSSELL 2000 ETF 3,298 215 6.96 26,502
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 3,234 11 .35 55,955
FIRST TR LRGE CP CORE ALPHA FD COM SHS 3,169 104 3.41 66,693
DIVIDEND & INCOME FUND COM NEW 3,162 -107 (3.28) 206,275
VERIZON COMMUNICATIONS INC COM 3,113 -51 (1.63) 62,758
REALTY INCOME CORP COM 3,026 -29 (0.94) 64,430
ISHARES IBOXX HI YD ETF 2,938 438 17.50 32,353
ALTRIA GROUP INC COM 2,849 81 2.93 55,612
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,820 67 2.42 19,501
SPDR S&P 500 ETF TR TR UNIT 2,738 -643 (19.03) 12,856
SUNOCO LOGISTICS PRTNRS L P COM UNITS 2,738 136 5.21 67,162
FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 2,731 -222 (7.53) 22,134
SPDR SERIES TRUST NUVN BR SHT MUNI 2,715 505 22.84 112,316
FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF 2,696 517 23.73 109,710
ISHARES U.S. PFD STK ETF 2,683 18 .68 67,321
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 2,665 142 5.63 32,533


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