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Home > Institutional Investor > Cadent Capital Advisors, Llc > Profile

Instuitional Investor - Cadent Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cadent Capital Advisors, Llc
Portfolio Value $389,763,530
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - US AER DEF ETF
 96,288 $20,672,160 5.3%
2.
Vanguard World Fund
 52,611 $15,698,011 4.03%
3.
Apple Inc.
 AAPL 54,252 $14,748,849 3.78%
4.
Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE
 128,726 $14,739,178 3.78%
5.
Sector Spdr Trust
 XLB 120,395 $14,376,422 3.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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