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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 $283,644,399
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 148,535 $29,087,511 10.25%
2.
Invesco Qqq Tr
 52,284 $26,729,294 9.42%
3.
Microsoft Corp
 MSFT 45,023 $18,977,153 6.69%
4.
J P Morgan Exchange Traded F
 273,992 $15,762,756 5.55%
5.
Schwab Strategic Trust
 FNDF 491,892 $13,438,491 4.73%
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)