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Home > Institutional Investor > Kestra Investment Management, Llc > Profile

Instuitional Investor - Kestra Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Kestra Investment Management, Llc
Portfolio Value $6,491,742,595
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 3,036,844 $287,376,507 8.66%
2.
Spdr Series Trust
 2,203,650 $210,051,951 6.33%
3.
Ishares Tr
 3,752,017 $173,455,756 5.22%
4.
Vanguard Intl Equity Index Funds
 VWO 2,349,882 $157,959,067 4.76%
5.
Ishares Tr - MSCI USA QLT FCT
 782,445 $143,046,553 4.31%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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