SFP

Strategic Financial Partners Portfolio holdings

AUM $215M
1-Year Est. Return 11.85%
This Quarter Est. Return
1 Year Est. Return
+11.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.48M
3
+$2.1M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.9M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.63M

Top Sells

1
+$1.41M
2
+$1.09M
3
+$980K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$595K
5
PSP icon
Invesco Global Listed Private Equity ETF
PSP
+$210K

Sector Composition

1 Technology 0.81%
2 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$873K 0.52%
16,773
+890
27
$805K 0.48%
5,968
-148
28
$795K 0.47%
3,271
+253
29
$780K 0.46%
27,231
+2,980
30
$768K 0.46%
3,256
-5
31
$753K 0.45%
3,518
+424
32
$711K 0.42%
1,952
+173
33
$705K 0.42%
4,653
+76
34
$663K 0.39%
12,980
-1,639
35
$663K 0.39%
25,850
+2,148
36
$651K 0.39%
13,256
+109
37
$607K 0.36%
6,416
-1,647
38
$600K 0.36%
6,531
+2,461
39
$597K 0.35%
4,885
+1
40
$580K 0.34%
4,970
-76
41
$559K 0.33%
5,132
+791
42
$536K 0.32%
2,459
+810
43
$522K 0.31%
13,735
-166
44
$460K 0.27%
8,830
45
$455K 0.27%
4,785
46
$444K 0.26%
7,410
-1,135
47
$436K 0.26%
3,111
+6
48
$397K 0.24%
3,362
-1,083
49
$374K 0.22%
3,387
-281
50
$358K 0.21%
5,900
-684
1
2
3