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Home > Institutional Investor > Envestnet Asset Management Inc > Profile

Instuitional Investor - Envestnet Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Envestnet Asset Management Inc
Portfolio Value $423,601,211,787
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 41,391,871 $30,997,946,363 7.32%
2.
Ishares Tr
 180,011,754 $8,307,536,393 1.96%
3.
Blackrock Etf Trust
 DYNF 113,045,712 $7,688,235,723 1.81%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 10,822,531 $7,432,569,289 1.75%
5.
Ishares Trust
 IEF 49,275,443 $6,776,848,421 1.6%
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.