§ 13F · FUND PROFILE
IFC & Insurance Marketing, Inc..
AUM · $114M (13F)Positions · 78Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPMO | INVESCO EXCH TRADED FD TR II | 62K | $10M | 8.9% | +3% |
| 2 | IDMO | INVESCO EXCH TRADED FD TR II | 152K | $9M | 8.1% | +8% |
| 3 | FNDX | SCHWAB STRATEGIC TR | 282K | $9M | 7.7% | +6% |
| 4 | XLG | INVESCO EXCHANGE TRADED FD T | 113K | $7M | 6.1% | +8% |
| 5 | FTGS | FIRST TR EXCHANGE-TRADED FD | 182K | $7M | 5.9% | +7% |
| 6 | BIV | VANGUARD BD INDEX FDS | 82K | $6M | 5.6% | +2% |
| 7 | JAAA | JANUS DETROIT STR TR | 118K | $6M | 5.3% | +8% |
| 8 | FNDF | SCHWAB STRATEGIC TR | 93K | $5M | 4.3% | +7% |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | 95K | $4M | 3.6% | +8% |
| 10 | SPYM | SPDR SERIES TRUST | 36K | $3M | 2.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE IFC SIGNAL
AC read
IFC & Insurance Marketing, Inc. is a Income / Defensive fund managing $114 million in assets. The fund runs a portfolio of 78 positions.
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