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Home > Institutional Investor > Allgen Financial Advisors, Inc. > Profile

Instuitional Investor - Allgen Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Allgen Financial Advisors, Inc.
Portfolio Value $192,271,472
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 953,798 $44,909,563 23.35%
2.
Schwab Strategic Trust
 FNDF 279,410 $21,271,503 11.06%
3.
Spdr Series Trust
 524,864 $15,231,549 7.92%
4.
Ishares Trust
 IAU 329,144 $12,846,490 6.68%
5.
Schwab Strategic Trust
 FNDF 152,952 $12,688,902 6.59%
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)