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Home > Institutional Investor > Alpha Financial Partners, Llc > Profile

Instuitional Investor - Alpha Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Alpha Financial Partners, Llc
Portfolio Value $126,505,997
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 66,161 $38,947,899 30.78%
2.
Ishares Trust
 IEF 167,591 $16,239,532 12.83%
3.
Ishares Trust
 IEF 102,091 $6,361,293 5.02%
4.
Ishares Tr - NATIONAL MUN ETF
 52,646 $5,609,398 4.43%
5.
Spdr Series Trust
 71,887 $4,955,922 3.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)