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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 $573,072,769
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 179,983 $105,952,427 18.49%
2.
Ishares Trust
 IEF 735,876 $93,272,344 16.28%
3.
Ishares Tr
 1,593,449 $80,421,353 14.03%
4.
Vanguard Index Fds - SM CP VAL ETF
 246,091 $48,770,309 8.51%
5.
Vanguard Tax-Managed Fds
 943,314 $45,109,290 7.87%
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)