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Home > Institutional Investor > Alpha Financial Partners, Llc > 13F Holdings

Instuitional Investor - Alpha Financial Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 66,984 $50,163,872 26.35%
2.
Ishares Trust
 IEF 176,374 $17,457,501 9.17%
3.
Ishares Trust
 IEF 97,953 $7,553,176 3.97%
4.
Ishares Trust
 HYG 72,356 $6,905,682 3.63%
5.
Ssga Active Tr
 225,175 $6,590,870 3.46%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.