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Home > Institutional Investor > Investor's Fiduciary Advisor Network, Llc > Profile

Instuitional Investor - Investor's Fiduciary Advisor Network, Llc

Fund Profile
Filing Period:
Fund Name: Investor's Fiduciary Advisor Network, Llc
Portfolio Value $212,102
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 478,996 $13,392 6.32%
2.
Apple Inc.
 AAPL 49,663 $11,031 5.2%
3.
Invesco Qqq Tr
 17,886 $8,387 3.96%
4.
Microsoft Corp
 MSFT 18,465 $6,931 3.27%
5.
Spdr Ser Tr
 56,444 $5,177 2.44%
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)