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Home > Institutional Investor > Cosner Financial Group, Llc > Profile

Instuitional Investor - Cosner Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Cosner Financial Group, Llc
Portfolio Value $118,361,368
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 147,951 $15,568,915 13.15%
2.
Ishares Tr
 229,243 $15,419,243 13.02%
3.
Ishares Trust
 IEF 140,946 $11,885,968 10.04%
4.
Ishares Tr
 227,698 $11,671,799 9.86%
5.
Ishares Trust
 IEF 59,454 $10,338,387 8.73%
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)