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Home > Institutional Investor > Investors Capital Advisory Services > Profile

Instuitional Investor - Investors Capital Advisory Services

Fund Profile
Filing Period:
Fund Name: Investors Capital Advisory Services
Portfolio Value $521,328,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc
 AAPL 366,104 $8,747,000 1.67%
2.
General Electric Co
 GE 50,885.17,191,576 $7,675,000 1.47%
3.
At&T Inc.
 T 234,706.525 $7,653,000 1.46%
4.
Mastercard Inc
 MA 84,527 $7,443,000 1.42%
5.
Sector Spdr Trust
 XLB 74,174 $5,318,000 1.02%
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)