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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 $349,676,211
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 85,856 $40,808,216 11.67%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 84,408 $31,810,843 9.09%
3.
Schwab Strategic Trust
 FNDF 422,322 $23,510,666 6.72%
4.
J P Morgan Exchange Traded F
 404,333 $22,230,229 6.35%
5.
Ishares Trust
 IEF 89,555 $20,005,691 5.72%
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)