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Home > Institutional Investor > Us Financial Advisors, Llc > Profile

Instuitional Investor - Us Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Us Financial Advisors, Llc
Portfolio Value $268,360,875
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 129,659 $34,004,369 12.67%
2.
Ishares Trust
 IEF 56,092 $26,791,353 9.98%
3.
Ishares Trust
 IEF 194,112 $14,626,313 5.45%
4.
Vanguard Index Fds
 59,434 $12,679,111 4.72%
5.
Vaneck Etf Trust
 142,099 $12,059,988 4.49%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)