IA
CRF

IFP Advisors’s Cornerstone Total Return Fund CRF Stock Holding History

IFP Advisors’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$16.1K – 4914
2025
Q3 		$16.1K Buy
2,000
+650
+48% +$5.11K ﹤0.01% 2695
2025
Q2 		$10.5K Buy
+1,350
New +$9.58K ﹤0.01% 2887
2018
Q4 		– Sell
-408
Closed -$6K – 3578
2018
Q3 		$6K Hold
408
– – ﹤0.01% 3113
2018
Q2 		$6K Hold
408
– – ﹤0.01% 3150
2018
Q1 		$6K Hold
408
– – ﹤0.01% 3057
2017
Q4 		$6K Sell
408
-59
-13% -$860 ﹤0.01% 3103
2017
Q3 		$7K Hold
467
– – ﹤0.01% 3212
2017
Q2 		$7K Hold
467
– – ﹤0.01% 3215
2017
Q1 		$7K Sell
467
-8,255
-95% -$126K ﹤0.01% 3107
2016
Q4 		$129K Buy
8,722
+2,887
+49% +$41.5K 0.01% 1293
2016
Q3 		$83K Buy
5,835
+5,368
+1,149% +$85K ﹤0.01% 1483
2016
Q2 		$7K Buy
+467
New +$7.49K ﹤0.01% 2933
2016
Q1 		– Sell
-1,009
Closed -$17K – 2555
2015
Q4 		$17K Buy
+1,009
New +$17K ﹤0.01% 2251

Other funds holding CRF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
QL
Quarry LP New York $1.2B AUM 47.63% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

IFP Advisors's CRF Position: Q4 2025 in Review

IFP Advisors sold out of Cornerstone Total Return Fund (CRF) in Q4 2025, closing a stake of 2,000 shares — an estimated $16.1K sold.

IFP Advisors first reported a position in CRF in Q4 2015 and held it in 13 quarters. The position peaked at $129K in Q4 2016. 89 funds tracked by Wall St. Rank hold CRF as of Q4 2025.

  • IFP Advisors reported no remaining Cornerstone Total Return Fund position as of Q4 2025 after selling out during the quarter.
  • IFP Advisors sold 2,000 Cornerstone Total Return Fund shares in Q4 2025, an estimated $16.1K.
  • IFP Advisors first reported a position in Cornerstone Total Return Fund in Q4 2015 and held it in 13 quarters.
  • IFP Advisors's Cornerstone Total Return Fund position peaked at $129K in Q4 2016.
  • 89 funds tracked by Wall St. Rank held Cornerstone Total Return Fund as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.