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Home > Institutional Investor > Ashford Advisors, Llc > Profile

Instuitional Investor - Ashford Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Ashford Advisors, Llc
Portfolio Value $361,322,309
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 441,226 $210,742,774 58.32%
2.
Vanguard Index Fds
 180,608 $42,843,830 11.85%
3.
Schwab Strategic Trust
 FNDF 571,201 $35,380,190 9.79%
4.
Schwab Strategic Trust
 FNDF 607,598 $34,268,527 9.48%
5.
Schwab Strategic Trust
 FNDF 269,414 $14,998,277 4.15%
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)