FLP

Financial Life Planners Portfolio holdings

AUM $130M
1-Year Est. Return 28.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$218K
2 +$210K
3 +$192K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$191K
5
GEV icon
GE Vernova
GEV
+$183K

Top Sells

1 +$2.35M
2 +$2.28M
3 +$729K
4
V icon
Visa
V
+$406K
5
VST icon
Vistra
VST
+$305K

Sector Composition

1 Technology 22.46%
2 Financials 7.04%
3 Consumer Staples 2.45%
4 Consumer Discretionary 2.21%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BITO icon
251
ProShares Bitcoin Strategy ETF
BITO
$1.95B
$7.53K 0.01%
+809
SCHG icon
252
Schwab US Large-Cap Growth ETF
SCHG
$54.9B
$7.31K 0.01%
+251
RDIV icon
253
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$978M
$6.89K 0.01%
+124
NFXL
254
Direxion Daily NFLX Bull 2X ETF
NFXL
$164M
$6.87K 0.01%
+229
CGCP icon
255
Capital Group Core Plus Income ETF
CGCP
$7.49B
$6.69K 0.01%
+299
VB icon
256
Vanguard Small-Cap ETF
VB
$77B
$6.39K ﹤0.01%
+24
AAL icon
257
American Airlines Group
AAL
$7.83B
$6.14K ﹤0.01%
+572
PG icon
258
Procter & Gamble
PG
$343B
$6.06K ﹤0.01%
+42
WSO icon
259
Watsco Inc
WSO
$17.4B
$5.75K ﹤0.01%
+16
XRPC
260
Canary XRP ETF
XRPC
$273M
$5.66K ﹤0.01%
+396
MA icon
261
Mastercard
MA
$438B
$5.52K ﹤0.01%
+11
CGNT icon
262
Cognyte Software
CGNT
$709M
$5.39K ﹤0.01%
+666
SAP icon
263
SAP
SAP
$199B
$5.22K ﹤0.01%
+30
QQEW icon
264
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.67B
$5.11K ﹤0.01%
+40
IYG icon
265
iShares US Financial Services ETF
IYG
$2.01B
$5.04K ﹤0.01%
+61
VGT icon
266
Vanguard Information Technology ETF
VGT
$15.8B
$4.95K ﹤0.01%
+56
SYK icon
267
Stryker
SYK
$113B
$4.89K ﹤0.01%
+15
AVL
268
Direxion Daily AVGO Bull 2X ETF
AVL
$199M
$4.83K ﹤0.01%
+147
STOK icon
269
Stoke Therapeutics
STOK
$1.96B
$4.69K ﹤0.01%
+144
IUSV icon
270
iShares Core S&P US Value ETF
IUSV
$25.6B
$4.65K ﹤0.01%
+45
DIS icon
271
Walt Disney
DIS
$183B
$4.5K ﹤0.01%
+47
CGMM
272
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.33B
$4.38K ﹤0.01%
+149
CGGR icon
273
Capital Group Growth ETF
CGGR
$22.2B
$4.34K ﹤0.01%
+108
CGIE icon
274
Capital Group International Equity ETF
CGIE
$2.05B
$4.3K ﹤0.01%
+127
RR icon
275
Richtech Robotics
RR
$566M
$4.18K ﹤0.01%
+2,000