IFC & Insurance Marketing, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
II IFC & Insurance Marketing, Inc. | Institutional Filer | ▲ 94914.26% | $95.8M | 72 |
Current Portfolio Holdings
Showing all 72 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IDMO | INVESCO EXCH TRADED FD TR II | — | 140K | $7.7M | 8.03% |
| 2 | FNDX | SCHWAB STRATEGIC TR | — | 265K | $7.4M | 7.69% |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | — | 60K | $6.8M | 7.06% |
| 4 | BIV | VANGUARD BD INDEX FDS | — | 80K | $6.2M | 6.47% |
| 5 | FTGS | FIRST TR EXCHANGE-TRADED FD | — | 170K | $5.8M | 6.03% |
| 6 | XLG | INVESCO EXCHANGE TRADED FD T | — | 105K | $5.7M | 5.96% |
| 7 | JAAA | JANUS DETROIT STR TR | — | 110K | $5.5M | 5.78% |
| 8 | FNDF | SCHWAB STRATEGIC TR | — | 87K | $4.3M | 4.44% |
| 9 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 88K | $3.5M | 3.64% |
| 10 | SPYM | SPDR SERIES TRUST | — | 37K | $2.8M | 2.97% |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | — | 47K | $2.8M | 2.89% |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | — | 16K | $2.3M | 2.41% |
| 13 | SCHP | SCHWAB STRATEGIC TR | — | 79K | $2.1M | 2.20% |
| 14 | SCYB | SCHWAB STRATEGIC TR | — | 77K | $2.0M | 2.08% |
| 15 | USRT | ISHARES TR | — | 33K | $2.0M | 2.05% |
Showing 1 to 15 of 72 holdings