SFP
Strategic Financial Partners Portfolio holdings
AUM
$215M
1-Year Est. Return
11.85%
1 Year Est. Return
+11.85%
AUM
$215M
AUM Growth
+$25.5M
(+13%)
Holding
80
Top Buys
| 1 | +$7.17M | |
| 2 | +$5.62M | |
| 3 | +$4.99M | |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$4.74M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$3.6M |
Top Sells
| 1 | +$6.94M | |
| 2 | +$6.3M | |
| 3 | +$6.3M | |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$2.62M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$2.56M |
Sector Composition
| 1 | Technology | 1.81% |
| 2 | Financials | 0.35% |
| 3 | Communication Services | 0.15% |
| 4 | Healthcare | 0.14% |
| 5 | Consumer Discretionary | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
First Trust Preferred Securities and Income ETF
FPE
$6.27B
| $188K | 0.09% |
10,539
+5
|
|
||
77
iShares MSCI Germany ETF
EWG
$2.13B
| – | – |
-33,368
|
|
||
78
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.49B
| – | – |
-7,406
|
|
||
|
79
Technology Select Sector SPDR Fund
XLK
$100B
| – | – |
-12,420
|
|
||
|
80
Utilities Select Sector SPDR Fund
XLU
$22.1B
| – | – |
-33,189
|
|