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Home > Institutional Investor > Financial Services Advisory Inc > Profile

Instuitional Investor - Financial Services Advisory Inc

Fund Profile
Filing Period:
Fund Name: Financial Services Advisory Inc
Portfolio Value $207,116,052
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,864 $24,751,558 11.95%
2.
Capital Group Dividend Value
 593,030 $23,418,754 11.31%
3.
Spdr S & P 500 Etf Trust
 SPY 36,821 $22,749,854 10.98%
4.
Vanguard World Fd
 92,218 $20,741,672 10.01%
5.
Ishares Tr - MSCI ACWI EX US
 244,728 $14,913,724 7.2%
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)

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