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Atlas Financial Advisors, Inc.

13F
Atlas Financial Advisors, Inc.
Last update 2024-10-28 36 Stocks (5 new)
Value $63.00 Mil Turnover 10 %
Countries:
Portfolio Report
Atlas Financial Advisors, Inc.... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
S&P 500 ETF TRUST ETF
27,032
15509.590
+4.08%
24.510
+0.96%
0.000
+7.00%
+22.01%
601198.992
 
ZROZ
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
115,723
9537.860
-0.18%
15.070
-0.03%
0.640
-1.70%
-11.70%
1354.031
 
QQQ
INVESCO QQQ Trust
14,235
6947.430
-14.62%
10.980
-1.93%
0.000
+8.51%
+21.23%
299442.866
 
IEF
iShares 7-10 Year Treasury Bond ETF
64,900
6367.990
+27.33%
10.060
+2.16%
0.020
-0.83%
-1.88%
33558.462
 
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
77,113
6192.170
-17.64%
9.790
-2.11%
0.040
+1.41%
+2.55%
13689.747
 
TLT
iShares 20+ Year Treasury Bond ETF
29,393
2883.500
+0.05%
4.560
0%
0.000
-1.62%
-6.63%
59274.949
 
FLTR
VanEck IG Floating Rate ETF
60,053
1529.560
+43.73%
2.420
+0.74%
0.090
+0.08%
+1.43%
1662.231
 
COWZ
Pacer US Cash Cows 100 ETF
25,171
1455.640
-56.62%
2.300
-2.96%
0.010
-1.23%
+9.60%
24982.882
 
TMF
Direxion Daily 20+ Year Treasury Bull 3X Shares
17,364
1002.950
0%
1.590
0%
0.010
-7.09%
-25.95%
5924.826
 
KLG
WK Kellogg Co
47,810
818.030
New Holding
1.290
+1.29%
0.060
-1.05%
+33.36%
1462.901
Consumer Packaged Goods

Atlas Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

Atlas Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COWZ
Pacer US Cash Cows 100 ETF2024-09-30Reduce
-2.96%
53.41 ($56.03) 57.9
$56.98
1.70%
Reduce -56.62%
25,171
-32,850
IEF
iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+2.16%
92.67 ($96.67) 99.14
$94.58
-2.16%
Add 27.33%
64,900
13,932
HYG
iShares iBoxx USD High Yield Corporate Bond ETF2024-09-30Reduce
-2.11%
76.72 ($78.67) 80.36
$79.36
0.88%
Reduce -17.64%
77,113
-16,518
QQQ
INVESCO QQQ Trust2024-09-30Reduce
-1.93%
434.77 ($473.23) 502.96
$496.46
4.91%
Reduce -14.62%
14,235
-2,438
KLG
WK Kellogg Co2024-09-30New Buy
+1.29%
15.61 ($17.15) 18.57
$17.03
-0.70%
New holding
47,810
47,810
USB
U.S. Bancorp2024-09-30Sold Out
-1.18%
39.04 ($43.86) 47.23
$48.68
10.99%
Sold Out
0
-17,906
SPY
S&P 500 ETF TRUST ETF2024-09-30Add
+0.96%
517.38 ($552.93) 573.76
$580.01
4.90%
Add 4.08%
27,032
1,059
FLTR
VanEck IG Floating Rate ETF2024-09-30Add
+0.74%
25.19 ($25.41) 25.5
$25.51
0.39%
Add 43.73%
60,053
18,271
WEAT
Teucrium Wheat Fund2024-09-30New Buy
+0.67%
4.73 ($5.08) 5.44
$5.15
1.38%
New holding
80,645
80,645
SCHG
Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.66%
23.16 ($25.16) 26.42
$26.70
6.12%
Add 346.07%
20,680
4,011

Atlas Financial Advisors, Inc. Total Holding History ($B)

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Atlas Financial Advisors, Inc.'s Asset Allocation

To

Atlas Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Atlas Financial Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Atlas Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Atlas Financial Advisors, Inc.'s Holdings Heat Map

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Atlas Financial Advisors, Inc.'s Holdings Bubble Chart

Atlas Financial Advisors, Inc. News

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