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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 $210,316,867
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 45,008 $29,270,502 13.92%
2.
Ishares Trust
 IEF 28,647 $18,712,507 8.9%
3.
Ishares Tr - MSCI ACWI EX US
 197,399 $13,515,910 6.43%
4.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 66,620 $12,785,710 6.08%
5.
Schwab Strategic Trust
 FNDF 404,692 $12,343,106 5.87%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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