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Home > Institutional Investor > Petra Financial Advisors Inc > Profile

Instuitional Investor - Petra Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Petra Financial Advisors Inc
Portfolio Value $119,788,616
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Listed Fd Tr
 244,868 $6,731,429 5.61%
2.
Ishares Trust
 IEF 53,382 $5,576,290 4.65%
3.
Columbia Etf Tr Ii
 159,113 $4,816,351 4.02%
4.
J P Morgan Exchange Traded F
 97,398 $4,661,473 3.89%
5.
Spdr Gold Trust
 GLD 24,217 $4,629,564 3.86%
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
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Returns since its inception in May 2014 (through Feb 16th, 2024)