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Home > Institutional Investor > Investment Advisory Services Inc V > Profile

Instuitional Investor - Investment Advisory Services Inc V

Fund Profile
Filing Period:
Fund Name: Investment Advisory Services Inc V
Portfolio Value $253,511,383
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds
 138,683 $23,631,584 9.32%
2.
Microsoft Corp
 MSFT 57,742 $21,713,305 8.56%
3.
Invesco Qqq Tr
 48,473 $19,850,783 7.83%
4.
J P Morgan Exchange Traded F
 228,739 $12,576,045 4.96%
5.
Schwab Strategic Trust
 FNDF 158,587 $12,073,194 4.76%
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)