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

Instuitional Investor - Vantage Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Vantage Financial Partners, Llc
Portfolio Value $399,736,689
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 435,264 $55,983,661 14%
2.
Ishares Trust
 IEF 337,830 $32,735,693 8.18%
3.
Ishares Trust
 IEF 55,330 $32,571,440 8.14%
4.
Ishares Core Msci Total International Stock Etf
 338,575 $22,393,378 5.6%
5.
Amplify Cwp Enhanced Dividend Income Etf
 415,056 $16,801,449 4.2%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)