Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Financial Life Advisors > Profile

Instuitional Investor - Financial Life Advisors

Fund Profile
Filing Period:
Fund Name: Financial Life Advisors
Portfolio Value $311,279,002
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 370,887 $44,773,494 14.38%
2.
Ishares Trust
 IEF 173,050 $35,736,527 11.48%
3.
Schwab Strategic Trust
 FNDF 1,369,594 $32,144,367 10.33%
4.
Spdr Series Trust
 878,658 $19,717,086 6.33%
5.
Blackrock Etf Trust
 316,871 $18,758,791 6.03%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.