StockDriftsStockDriftsTop 50 IFC & Insurance Marketing, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 8.87% | 62.3K | $10.1M | +3.28%(+1.98K) | $119.32(+28.49%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 8.05% | 151.7K | $9.1M | +8.19%(+11.49K) | $55.31(+15.19%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 7.71% | 281.5K | $8.8M | +6.36%(+16.83K) | $27.63(+17.79%) | 2026-06-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 6.11% | 113.3K | $6.9M | +8.28%(+8.66K) | $58.01(+8.52%) | 2026-06-30 | |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 5.94% | 182.2K | $6.7M | +7.42%(+12.59K) | $35.38(+12.83%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 5.55% | 82.2K | $6.3M | +2.42%(+1.95K) | $77.96(-3.11%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 5.26% | 118.3K | $6.0M | +7.70%(+8.46K) | $50.48(+0.26%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 4.33% | 93.2K | $4.9M | +7.19%(+6.25K) | $45.04(+23.59%) | 2026-06-30 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 3.61% | 95.1K | $4.1M | +7.63%(+6.75K) | $38.57(+16.23%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.82% | 36.5K | $3.2M | -1.86%(-691) | $79.28(+15.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.38% |
IFC & Insurance Marketing, Inc. reports $113.57M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are SPMO (8.9%), IDMO (8.1%) and FNDX (7.7%). The top 20 holdings account for 77.57% of reported assets. Its disclosed equity book has returned +9.37% cumulatively over 2 quarters. Figures reflect the Q2 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, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095709). View IFC & Insurance Marketing, Inc.’s 13F filings on SEC