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Home > Institutional Investor > Invested Advisors > Profile

Instuitional Investor - Invested Advisors

Fund Profile
Filing Period:
Fund Name: Invested Advisors
Portfolio Value $113,068,133
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 53,037 $5,249,628 4.64%
2.
Ishares Tr - SHRT NAT MUN ETF
 44,469 $4,734,640 4.19%
3.
Ishares Trust
 IEF 5,390 $4,036,517 3.57%
4.
Ishares Tr - MSCI ACWI EX US
 51,315 $3,905,589 3.45%
5.
Ishares Tr
 72,615 $3,860,940 3.41%
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.