Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Investment Advisory Services Inc V > Profile

Instuitional Investor - Investment Advisory Services Inc V

Fund Profile
Filing Period:
Fund Name: Investment Advisory Services Inc V
Portfolio Value $253,511,383
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 138,683 $23,631,584 9.32%
2.
Microsoft Corp
 MSFT 57,742 $21,713,305 8.56%
3.
Invesco Qqq Tr
 48,473 $19,850,783 7.83%
4.
J P Morgan Exchange Traded F
 228,739 $12,576,045 4.96%
5.
Schwab Strategic Trust
 FNDF 158,587 $12,073,194 4.76%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)