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Home > Institutional Investor > Financial Advisory Group > Profile

Instuitional Investor - Financial Advisory Group

Fund Profile
Filing Period:
Fund Name: Financial Advisory Group
Portfolio Value $527,302,338
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 179,092 $78,227,419 14.83%
2.
Spdr S & P 500 Etf Trust
 SPY 126,243 $60,004,444 11.37%
3.
Dbx Etf Tr
 1,613,677 $59,673,773 11.31%
4.
Spdr Index Shs Fds
 1,175,414 $39,975,824 7.58%
5.
Ishares Trust
 IEF 103,834 $28,777,471 5.45%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)