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Home > Institutional Investor > Petra Financial Advisors Inc > Profile

Instuitional Investor - Petra Financial Advisors Inc

Fund Profile
Filing Period:
Fund Name: Petra Financial Advisors Inc
Portfolio Value $146,993,905
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F
 139,464 $7,987,122 5.43%
2.
Ishares Trust
 IEF 57,347 $7,268,750 4.94%
3.
Spdr Gold Trust
 GLD 23,826 $5,768,989 3.92%
4.
Guggenheim Strategic Opportunities Fund
 GOF 372,465 $5,683,807 3.86%
5.
Schwab Strategic Trust
 FNDF 198,053 $5,163,253 3.51%
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)