Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Financial Life Advisors > Profile

Instuitional Investor - Financial Life Advisors

Fund Profile
Filing Period:
Fund Name: Financial Life Advisors
Portfolio Value $324,283,582
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 355,656 $43,838,155 13.52%
2.
Ishares Trust
 IEF 166,191 $35,244,035 10.87%
3.
Schwab Strategic Trust
 FNDF 1,477,753 $34,535,084 10.65%
4.
Spdr Series Trust
 953,162 $21,365,120 6.59%
5.
Blackrock Etf Trust
 314,833 $19,145,020 5.9%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.