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Home > Institutional Investor > Financial Advisory Corp > Profile

Instuitional Investor - Financial Advisory Corp

Fund Profile
Filing Period:
Fund Name: Financial Advisory Corp
Portfolio Value $651,922,169
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 188,440 $117,002,462 17.95%
2.
Ishares Trust
 IEF 757,092 $104,993,507 16.11%
3.
Ishares Tr
 1,624,059 $82,258,624 12.62%
4.
Vanguard Index Fds - SM CP VAL ETF
 275,782 $53,780,346 8.25%
5.
Vanguard Tax-Managed Fds
 846,621 $48,265,863 7.4%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)