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Home > Institutional Investor > Financial Advisory Group > Profile

Instuitional Investor - Financial Advisory Group

Fund Profile
Filing Period:
Fund Name: Financial Advisory Group
Portfolio Value $566,813,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 183,759 $88,333,012 15.58%
2.
Dbx Etf Tr - XTRAK MSCI EAFE
 1,654,073 $67,701,205 11.94%
3.
Spdr S & P 500 Etf Trust
 SPY 122,238 $63,938,945 11.28%
4.
Spdr Index Shs Fds
 1,242,649 $44,536,534 7.86%
5.
Ishares Trust
 IEF 537,167 $32,627,539 5.76%
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)