Instuitional Investor - Holistic Financial Partners
Fund Profile
Filing Period:
| Fund Name: | Holistic Financial Partners |
| Portfolio Value | $201,364,015 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | LLY | 67,714 | $52,275,501 | 25.96% | |
| 2. | First Tr Lrg Cp Vl Alphadex | 133,799 | $10,230,293 | 5.08% | |
| 3. | FNDF | 538,224 | $9,957,143 | 4.94% | |
| 4. | First Tr Value Line Divid In | 218,998 | $9,557,064 | 4.74% | |
| 5. | First Tr Exchange-Traded Fd - CAP STRENGTH ETF | 105,759 | $9,287,779 | 4.61% |
