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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 $101,349,737
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 64,251 $30,688,407 30.27%
2.
Ishares Trust
 IEF 120,969 $12,006,131 11.84%
3.
Ishares Trust
 IEF 19,230 $5,329,548 5.25%
4.
Ishares Tr
 43,787 $4,746,911 4.68%
5.
Invesco Qqq Tr
 9,164 $3,752,751 3.7%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)