SFP
Strategic Financial Partners Portfolio holdings
AUM
$215M
This Quarter Return
+4.98%
1 Year Return
+11.85%
3 Year Return
+42.12%
5 Year Return
+60.74%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+10%)
Cap. Flow
+$9.19M
Cap. Flow
% of AUM
5.45%
Top 10 Holdings %
Top 10 Hldgs %
72.66%
Holding
64
New
2
Increased
32
Reduced
23
Closed
1
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$3.11M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.48M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$2.1M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.9M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$1.63M |
Top Sells
Sector Composition
| 1 | Technology | 0.81% |
| 2 | Consumer Discretionary | 0.19% |
