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Home > Institutional Investor > Allegiant Private Advisors, Llc > Profile

Instuitional Investor - Allegiant Private Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Allegiant Private Advisors, Llc
Portfolio Value $618,094,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 824,590 $59,972,000 9.7%
2.
Vanguard Tax-Managed Intl Fd
 944,950 $48,684,000 7.87%
3.
Ishares Trust
 IEF 193,106 $28,510,000 4.61%
4.
Ishares Trust
 IEF 105,447 $28,337,000 4.58%
5.
Global X Fds
 917,374 $24,008,000 3.88%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)