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Home > Institutional Investor > Financial Advisors, Llc > Profile

Instuitional Investor - Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Financial Advisors, Llc
Portfolio Value $521,279,223
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,107,267 $98,314,220 18.86%
2.
Schwab Strategic Trust
 FNDF 3,187,865 $88,845,789 17.04%
3.
Schwab Strategic Trust
 FNDF 2,724,819 $71,036,025 13.62%
4.
Ishares Tr
 334,428 $59,554,944 11.42%
5.
Ishares Trust
 IEF 503,261 $57,985,677 11.12%
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)