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Home > Institutional Investor > Evernest Financial Advisors, Llc > Profile

Instuitional Investor - Evernest Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Evernest Financial Advisors, Llc
Portfolio Value $193,133,224
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 46,938 $13,156,137 6.81%
2.
Ishares Tr
 162,035 $11,360,257 5.88%
3.
World Gold Tr
 274,019 $11,001,860 5.69%
4.
Invesco Exchange Traded Fd T
 62,910 $9,998,292 5.17%
5.
Ishares Trust
 IEF 18,689 $9,412,731 4.87%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)