Top 50 Ifc & Insurance Marketing INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IDMO | INVESCO EXCH TRADED FD TR II | 8.48% | 162.4K | $9.9M | +7.05%(+10.70K) | $55.66(+5.51%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 7.49% | 57.7K | $8.8M | -7.38%(-4.60K) | $119.32(+19.00%) | 2026-09-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 6.36% | 116.8K | $7.4M | +3.10%(+3.51K) | $58.14(+9.24%) | 2026-09-30 | |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 6.09% | 187.7K | $7.1M | +3.00%(+5.47K) | $35.44(+7.60%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 5.97% | 221.9K | $7.0M | -21.19%(-59.67K) | $27.63(+17.41%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 5.49% | 127.1K | $6.4M | +7.43%(+8.79K) | $50.48(+0.22%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 5.02% | 80.4K | $5.9M | -2.20%(-1.81K) | $77.96(-5.97%) | 2026-09-30 | |
| FNDF | SCHWAB STRATEGIC TR | 4.44% | 96.6K | $5.2M | +3.68%(+3.43K) | $45.33(+18.44%) | 2026-09-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.5% | 100.8K | $4.1M | +5.90%(+5.62K) | $38.75(+6.91%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.79% | 36.4K | $3.3M | -0.37%(-135) | $79.28(+13.81%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +8.76% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +8.16% |
Ifc & Insurance Marketing INC reports $116.96M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are IDMO (8.5%), SPMO (7.5%) and XLG (6.4%). The top 20 holdings account for 75.13% of reported assets. Its disclosed equity book has returned +8.76% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ifc & Insurance Marketing INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095709). View Ifc & Insurance Marketing INCโs 13F filings on SEC