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Home > Institutional Investor > Portfolio Resources Advisor Group, Inc. > Profile

Instuitional Investor - Portfolio Resources Advisor Group, Inc.

Fund Profile
Filing Period:
Fund Name: Portfolio Resources Advisor Group, Inc.
Portfolio Value $100,076,305
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 39,786 $8,437,417 8.43%
2.
Ishares Trust
 IEF 65,976 $8,132,202 8.13%
3.
Blackrock Etf Trust
 105,822 $6,435,036 6.43%
4.
Ishares Inc - CORE MSCI EMKT
 89,783 $6,035,236 6.03%
5.
Ishares Trust
 IEF 8,485 $5,811,716 5.81%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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