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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 $259,513,885
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 40,028 $26,665,853 10.28%
2.
Ishares Trust
 IEF 39,209 $26,242,583 10.11%
3.
Capital Group Dividend Value
 615,537 $25,871,020 9.97%
4.
Vanguard World Fd
 90,726 $22,145,309 8.53%
5.
Ishares Trust
 IEF 36,317 $17,011,246 6.56%
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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