IFC HOLDINGS INCORPORATED/FL Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 372
New Positions 49
Increased Positions 247
Decreased Positions 105
Positions with Activity 352
Sold Out Positions 16
Total Mkt Value (in $ millions) 550

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

Sector Weighting

Basic Materials 1.49%
Capital Goods 2.04%
Conglomerates
Consumer Cyclical 0.83%
Consumer/Non-Cyclical 2.67%
Energy 3.18%
Financial 65.08%
Healthcare 3.85%
Services 7.49%
Technology 3.9%
Transportation 1.48%
Utilities 1.91%

372 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MASCO CORP COM 2,362 29 1.25 101,834
VANGUARD INDEX FDS REIT ETF 2,330 133 6.04 30,202
BERKSHIRE HATHAWAY INC DEL CL B NEW 2,265 332 17.17 16,788
FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY 2,229 186 9.09 80,015
FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 2,220 24 1.08 25,345
ALTRIA GROUP INC COM 2,160 87 4.18 50,589
VANGUARD INDEX FDS TOTAL STK MKT 2,126 424 24.88 20,705
GENERAL ELECTRIC CO COM 2,120 463 27.92 81,397
ISHARES TR IBOXX INV CP ETF 2,115 637 43.09 17,702
JOHNSON & JOHNSON COM 2,034 309 17.89 19,757
CHENIERE ENERGY INC COM NEW 1,977 -80 (3.89) 26,363
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT 1,911 432 29.24 77,138
CHEVRON CORP NEW COM 1,880 19 1.04 14,730
BORGWARNER INC COM 1,802 1,802 New 28,655
POWERSHARES ETF TRUST II SENIOR LN PORT 1,797 18 1.00 73,089
AMERICAN FINL GROUP INC OHIO COM 1,757 112 6.81 30,023
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US 1,707 -247 (12.67) 32,843
WESTLAKE CHEM CORP COM 1,706 112 7.05 18,355
AMERICAN INTL GROUP INC COM NEW 1,656 275 19.93 30,310
FIRST TR EXCHANGE TRADED FD II CONSUMR STAPLE 1,613 52 3.32 41,228


Create your free portfolio