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Home > Institutional Investor > Victory Financial Group, Llc > Profile

Instuitional Investor - Victory Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Victory Financial Group, Llc
Portfolio Value $147,883,653
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 304,502 $23,181,737 15.67%
2.
Ishares Tr
 121,815 $21,344,360 14.43%
3.
First Tr Value Line Divid In
 302,977 $12,288,731 8.3%
4.
Ishares Tr
 181,994 $11,729,513 7.93%
5.
Sector Spdr Trust
 XLB 33,071 $6,365,506 4.3%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)