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Home > Institutional Investor > Jnba Financial Advisors > Profile

Instuitional Investor - Jnba Financial Advisors

Fund Profile
Filing Period:
Fund Name: Jnba Financial Advisors
Portfolio Value $979,275,093
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 268,175 $157,869,348 16.12%
2.
Vaneck Etf Trust
 820,432 $76,074,535 7.76%
3.
Spdr Index Shs Fds
 2,176,759 $74,292,772 7.58%
4.
Ishares Trust
 IEF 771,486 $48,071,312 4.9%
5.
Spdr Series Trust
 762,866 $41,721,143 4.26%
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)