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Ifc & Insurance Marketing, Inc.

Portfolio Manager
IFC & Insurance Marketing, Inc.
Performance
-1.52% (2026 Q1)
AUM (13F)
$95.80M
# of Holdings
72
Performance Rank
Allocation (Top 20)
78.03%

Ifc & Insurance Marketing, Inc. Holdings Map

Top 50 Ifc & Insurance Marketing, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IDMO
INVESCO EXCH TRADED FD TR II
8.03%140.2K$7.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 140.2K shares
$55.20(+7.00%)
2026-03-31
FNDX
SCHWAB STRATEGIC TR
7.69%264.7K$7.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 264.7K shares
$27.53(+9.66%)
2026-03-31
SPMO
INVESCO EXCH TRADED FD TR II
7.06%60.4K$6.8M
+44.34%(+18.54K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 41.8K shares2026-Q1: 60.4K shares
$118.82(+16.05%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
6.47%80.3K$6.2M
-59.90%(-119.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 200.2K shares2026-Q1: 80.3K shares
$77.98(-1.66%)
2026-03-31
FTGS
FIRST TR EXCHANGE-TRADED FD
6.03%169.7K$5.8M
+35.95%(+44.87K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 124.8K shares2026-Q1: 169.7K shares
$35.38(+1.55%)
2026-03-31
XLG
INVESCO EXCHANGE TRADED FD T
5.96%104.6K$5.7M
+30.31%(+24.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 80.3K shares2026-Q1: 104.6K shares
$58.05(+5.69%)
2026-03-31
JAAA
JANUS DETROIT STR TR
5.78%109.9K$5.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 109.9K shares
$50.48(+0.17%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
4.44%87.0K$4.3M
+24.60%(+17.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 69.8K shares2026-Q1: 87.0K shares
$44.67(+16.55%)
2026-03-31
SDVY
FIRST TR EXCHANGE TRADED FD
3.64%88.4K$3.5M
+48.08%(+28.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 59.7K shares2026-Q1: 88.4K shares
$38.40(+10.21%)
2026-03-31
SPYM
SPDR SERIES TRUST
2.97%37.2K$2.8M
-9.10%(-3.72K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 40.9K shares2026-Q1: 37.2K shares
$79.28(+7.45%)
2026-03-31

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