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Home > Institutional Investor > Jnba Financial Advisors > Profile

Instuitional Investor - Jnba Financial Advisors

Fund Profile
Filing Period:
Fund Name: Jnba Financial Advisors
Portfolio Value $1,039,704,300
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 240,710 $149,456,750 14.37%
2.
Spdr Index Shs Fds
 1,995,889 $80,813,548 7.77%
3.
Spdr Series Trust
 800,386 $73,419,408 7.06%
4.
Ishares Trust
 IEF 787,509 $48,841,280 4.7%
5.
Spdr Series Trust
 827,232 $44,984,865 4.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)