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Home > Institutional Investor > Financial Advisory Corp > Profile

Instuitional Investor - Financial Advisory Corp

Fund Profile
Filing Period:
Fund Name: Financial Advisory Corp
Portfolio Value $604,134,228
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 186,452 $104,767,216 17.34%
2.
Ishares Trust
 IEF 736,020 $86,474,959 14.31%
3.
Ishares Tr
 1,629,601 $82,555,585 13.67%
4.
Vanguard Index Fds - SM CP VAL ETF
 268,595 $50,036,590 8.28%
5.
Vanguard Tax-Managed Fds
 859,049 $43,665,440 7.23%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)