SFP
Strategic Financial Partners Portfolio holdings
AUM
$215M
This Quarter Return
+6.72%
1 Year Return
+11.85%
3 Year Return
+42.12%
5 Year Return
+60.74%
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.16%
Holding
68
New
68
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$16.9M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$11.7M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$9.68M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$8.14M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.71% |
| 2 | Consumer Discretionary | 0.21% |
