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Home > Institutional Investor > Invested Advisors > Profile

Instuitional Investor - Invested Advisors

Fund Profile
Filing Period:
Fund Name: Invested Advisors
Portfolio Value $96,560,118
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 52,112 $5,204,973 5.39%
2.
Ishares Tr - SHRT NAT MUN ETF
 43,193 $4,608,718 4.77%
3.
Ishares Trust
 IEF 6,036 $4,134,298 4.28%
4.
Apple Inc.
 AAPL 13,084 $3,557,078 3.68%
5.
Ishares Trust
 IEF 6,665 $3,154,545 3.27%
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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