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Home > Institutional Investor > Claraphi Advisory Network, Llc > Profile

Instuitional Investor - Claraphi Advisory Network, Llc

Fund Profile
Filing Period:
Fund Name: Claraphi Advisory Network, Llc
Portfolio Value $251,110,292
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 277,692 $22,540,278 8.97%
2.
Ishares Trust
 IEF 19,316 $7,421,428 2.95%
3.
Apple Inc.
 AAPL 51,994 $6,755,482 2.69%
4.
Sector Spdr Trust
 XLB 70,188 $6,139,312 2.44%
5.
Vanguard Index Fds
 17,424 $6,121,956 2.43%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)