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Home > Institutional Investor > Intrua Financial, Llc > Profile

Instuitional Investor - Intrua Financial, Llc

Fund Profile
Filing Period:
Fund Name: Intrua Financial, Llc
Portfolio Value $687,337,600
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,032,923 $67,925,040 9.88%
2.
Spdr S & P 500 Etf TrustCALL
 SPY 81,200 $45,422,468 6.61%
3.
J P Morgan Exchange Traded F - ACTIVE BOND ETF
 666,996 $35,697,594 5.19%
4.
Sector Spdr Trust
 XLB 118,279 $24,422,294 3.55%
5.
Spdr Gold Trust
 GLD 76,723 $22,106,903 3.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)