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| Name: |
Alpha Financial Partners LLC |
| City: |
LEXINGTON |
| State: |
KY |
| Zip: |
40502 |
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data |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ELR |
streetTRACKS Series Trust -... |
11 |
New |
$61.19 |
$2,057,000 |
36,800 |
2.03% |
2,057,000 |
36,800 |
0.004 |
Closed - End Fund - E... |
|
|
MUNI |
PIMCO Intermediate Municipa... |
16 |
New |
$52.18 |
$969,000 |
18,357 |
0.96% |
969,000 |
18,357 |
0.02 |
Closed - End Fund - Debt |
|
|
TWOK |
Spdr Russell 2000 |
18 |
New |
$42.66 |
$935,000 |
22,169 |
0.92% |
935,000 |
22,169 |
0.002 |
N/A |
|
|
DDEC |
Ft Cboe Vest Us Equity Deep... |
29 |
New |
$0.00 |
$534,000 |
14,925 |
0.53% |
534,000 |
14,925 |
0.166 |
N/A |
|
|
ULTA |
Ulta Salon Cosmetics & Frag... |
61 |
New |
$396.67 |
$246,000 |
502 |
0.24% |
246,000 |
502 |
0 |
Personal Services |
|
|
ETN |
Eaton Corp |
67 |
New |
$333.26 |
$226,000 |
937 |
0.22% |
226,000 |
937 |
0 |
Diversified Machinery |
|
|
CTAS |
Cintas Corp |
68 |
New |
$696.25 |
$223,000 |
370 |
0.22% |
223,000 |
370 |
0 |
Business Services |
|
|
ACWX |
iShares MSCI ACWI ex US Index |
76 |
New |
$53.95 |
$211,000 |
4,131 |
0.21% |
211,000 |
4,131 |
0.001 |
Closed - End Fund - E... |
|
|
VZ |
Verizon Communications Inc |
78 |
New |
$39.79 |
$208,000 |
5,512 |
0.21% |
208,000 |
5,512 |
0 |
Telecom Services - Do... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
80 |
New |
$188.52 |
$202,000 |
1,122 |
0.2% |
202,000 |
1,122 |
0.001 |
Closed - End Fund - E... |
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