IFC & Insurance Marketing, Inc.
All 13F Filings
- Location
- Auburn, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 116,961
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 87 | 116,961 | 13F-HR | IFC & Insurance Marketing, Inc. |
| Q2 2026 | 7/9/2026 | 78 | 113,574 | 13F-HR | IFC & Insurance Marketing, Inc. |
| Q1 2026 | 4/16/2026 | 72 | 95,805 | 13F-HR | IFC & Insurance Marketing, Inc. |
| Q4 2025 | 2/12/2026 | 759 | 100,832 | 13F-HR | IFC & Insurance Marketing, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.8 K | 24.6% | 2.716 K | 0 | 2.716 K |
| ETFs | 87.78 K | 75.0% | 280 | 0 | 280 |
| Debt | 394 | 0.3% | 394 | 0 | 394 |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
116,961
Holdings
87
QoQ value change ($000)
3,387
(3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.