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Home > Institutional Investor > Financial Services Advisory Inc > Profile

Instuitional Investor - Financial Services Advisory Inc

Fund Profile
Filing Period:
Fund Name: Financial Services Advisory Inc
Portfolio Value $278,264,134
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 43,753 $29,836,046 10.72%
2.
Ishares Tr - MSCI ACWI EX US
 414,524 $27,826,996 10%
3.
Ishares Trust
 IEF 39,271 $26,898,279 9.67%
4.
Capital Group Dividend Value
 587,158 $25,623,575 9.21%
5.
Vanguard World Fd
 89,433 $22,462,887 8.07%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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