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Home > Institutional Investor > Nestegg Advisors, Inc. > Profile

Instuitional Investor - Nestegg Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Nestegg Advisors, Inc.
Portfolio Value $98,835,391
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 46,209 $18,652,444 18.87%
2.
Ishares Trust
 IEF 76,861 $14,945,547 15.12%
3.
Ishares Trust
 IEF 105,257 $12,501,346 12.65%
4.
Ishares Tr
 290,205 $6,233,593 6.31%
5.
First Tr Exchange-Traded Fd
 92,637 $5,802,804 5.87%
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)