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
576
$0 ﹤0.01%
5
577
– –
-4,339
578
$0 ﹤0.01%
6
-42
579
$0 ﹤0.01%
10
580
$0 ﹤0.01%
11
-74
581
– –
-67
582
– –
-105
583
$0 ﹤0.01%
13
584
$0 ﹤0.01%
54
585
$0 ﹤0.01%
26
586
– –
-34
587
$0 ﹤0.01%
6
588
– –
-9,979
589
– –
-800
590
$0 ﹤0.01%
14
591
$0 ﹤0.01%
8
592
$0 ﹤0.01%
5
593
$0 ﹤0.01%
4
-53
594
$0 ﹤0.01%
6
595
$0 ﹤0.01%
4
596
$0 ﹤0.01%
8
597
$0 ﹤0.01%
74
-25
598
$0 ﹤0.01%
24
599
$0 ﹤0.01%
6
-102
600
$0 ﹤0.01%
26
22 23
24
25 26