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Home > Institutional Investor > Cornerstone Advisors, Inc. > Profile

Instuitional Investor - Cornerstone Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Cornerstone Advisors, Inc.
Portfolio Value $935,644,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 978,633 $328,879,000 35.15%
2.
Vanguard Index Fds
 1,034,032 $161,764,000 17.28%
3.
Vanguard Tax-Managed Intl Fd
 3,156,021 $129,081,000 13.79%
4.
Ishares Trust
 IEF 277,651 $51,452,000 5.49%
5.
Ishares Trust
 IEF 699,521 $49,127,000 5.25%
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)