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Home > Institutional Investor > Sovereign Investment Advisors, Llc > Profile

Instuitional Investor - Sovereign Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Sovereign Investment Advisors, Llc
Portfolio Value $532,698,341
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 91,398 $68,447,784 12.85%
2.
Invesco Qqq Tr
 51,500 $37,966,323 7.13%
3.
Spdr S & P 500 Etf Trust
 SPY 49,146 $36,793,471 6.91%
4.
Ishares Trust
 HYG 326,439 $31,527,486 5.92%
5.
Bny Mellon Etf Trust - GLOBAL INFRASCTR
 696,182 $31,307,305 5.88%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.