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Home > Institutional Investor > Rtd Financial Advisors, Inc. > Profile

Instuitional Investor - Rtd Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Rtd Financial Advisors, Inc.
Portfolio Value $819,527,250
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 142,793 $97,804,345 11.93%
2.
Ishares Trust
 IEF 91,276 $43,201,055 5.27%
3.
Ishares Trust
 IEF 628,682 $41,493,009 5.06%
4.
Invesco Actively Managed Exc
 812,872 $38,546,393 4.7%
5.
Ishares Trust
 IEF 95,812 $35,780,012 4.37%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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