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Home > Institutional Investor > First Allied Advisory Services, Inc. > Profile

Instuitional Investor - First Allied Advisory Services, Inc.

Fund Profile
Filing Period:
Fund Name: First Allied Advisory Services, Inc.
Portfolio Value $2,975,874,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,431,656 $165,800,000 5.57%
2.
Vanguard Index Fds
 506,654 $86,288,000 2.89%
3.
Invesco Qqq Tr
 190,332 $52,882,000 1.77%
4.
Ishares Trust
 IEF 279,367 $51,770,000 1.73%
5.
Amazon Com Inc
 AMZN 313,940 $49,426,000 1.66%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)