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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 $276,440,293
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 151,932 $29,473,287 10.66%
2.
Invesco Qqq Tr
 51,609 $24,200,380 8.75%
3.
J P Morgan Exchange Traded F
 276,690 $15,810,052 5.72%
4.
Microsoft Corp
 MSFT 39,655 $14,886,011 5.38%
5.
Schwab Strategic Trust
 FNDF 512,581 $14,331,755 5.18%
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)