SFP
Strategic Financial Partners Portfolio holdings
AUM
$215M
This Quarter Return
+11.99%
1 Year Return
+11.85%
3 Year Return
+42.12%
5 Year Return
+60.74%
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+20%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
9.27%
Top 10 Holdings %
Top 10 Hldgs %
70.81%
Holding
63
New
4
Increased
25
Reduced
26
Closed
1
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$10.8M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$7.2M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$5.19M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$5.12M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$4.91M |
Top Sells
Sector Composition
| 1 | Technology | 0.9% |
| 2 | Consumer Discretionary | 0.2% |
