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Home > Institutional Investor > Youngs Advisory Group, Inc. > Profile

Instuitional Investor - Youngs Advisory Group, Inc.

Fund Profile
Filing Period:
Fund Name: Youngs Advisory Group, Inc.
Portfolio Value $235,926,175
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 64,539 $37,824,705 16.03%
2.
Ishares Tr
 525,848 $34,779,590 14.74%
3.
Sector Spdr Trust
 XLB 97,474 $22,664,596 9.6%
4.
Invesco Exchange Traded Fd T
 116,780 $20,463,206 8.67%
5.
Global X Fds
 932,652 $18,196,050 7.71%
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)