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Home > Institutional Investor > Advus Financial Partners, Llc > Profile

Instuitional Investor - Advus Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Advus Financial Partners, Llc
Portfolio Value $440,513,774
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 199,788 $32,819,139 7.45%
2.
Ishares Trust
 IEF 42,193 $31,598,068 7.17%
3.
Ishares Tr - MSCI ACWI EX US
 393,241 $29,929,536 6.79%
4.
Ishares Trust
 HYG 84,615 $18,567,037 4.21%
5.
Ishares Tr - MSCI INTL QUALTY
 373,060 $18,485,107 4.2%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.