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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 $399,321,798
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 66,632 $49,758,778 12.46%
2.
Ishares Trust
 IEF 57,199 $42,836,010 10.73%
3.
Ishares Trust
 IEF 245,460 $36,404,172 9.12%
4.
Ishares Trust
 IEF 183,648 $26,533,463 6.64%
5.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 88,723 $18,877,592 4.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.