We are live on ! Find out more
MLFP

MPS Loria Financial Planners Portfolio holdings

AUM $379M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$210K
3
+$189K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$188K
5
SHW icon
Sherwin-Williams
SHW
+$162K

Top Sells

1
+$7.27M
2
+$5.27M
3
+$5.13M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$930K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$922K

Sector Composition

1 Technology 20.96%
2 Healthcare 5.53%
3 Financials 3.71%
4 Industrials 2.27%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
9
502
$1K ﹤0.01%
10
503
$1K ﹤0.01%
64
504
$1K ﹤0.01%
89
505
$1K ﹤0.01%
8
506
$1K ﹤0.01%
28
507
$1K ﹤0.01%
17
508
$1K ﹤0.01%
21
509
$1K ﹤0.01%
25
510
$1K ﹤0.01%
1
511
$1K ﹤0.01%
11
512
$1K ﹤0.01%
36
513
$1K ﹤0.01%
24
514
$1K ﹤0.01%
16
515
$1K ﹤0.01%
49
516
$1K ﹤0.01%
63
517
$1K ﹤0.01%
26
518
$1K ﹤0.01%
6
519
$1K ﹤0.01%
24
520
$1K ﹤0.01%
91
521
$1K ﹤0.01%
8
522
$1K ﹤0.01%
4
523
$1K ﹤0.01%
14
524
$1K ﹤0.01%
6
525
$1K ﹤0.01%
13
19 20
21
22 23