AF

Atlas Financial Advisors, Inc.

13F
Atlas Financial Advisors, Inc.
Last update 2025-04-17 40 Stocks (17 new)
Value $64.00 Mil Turnover 29 %
Countries:
Top Holdings: SPY(23.15%)HYG(17.93%)QQQ(10.41%)ZROZ(10.21%)COWZ(5.32%)
Summary Stock Picks Current Portfolio
Atlas Financial Advisors, Inc.... Top Holdings of 2024-12-31 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
SPDR S&P 500 ETF Trust
25,299
14,827.0
-6.41%
23.150
-1.57%
0.000
+18.80%
+8.86%
654,366.5
 
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
146,053
11,487.1
+89.40%
17.930
+8.46%
0.070
+4.77%
+5.38%
17,073.7
 
QQQ
INVESCO QQQ Trust
13,045
6,668.7
-8.36%
10.410
-0.92%
0.000
+24.17%
+10.57%
359,485.3
 
ZROZ
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
95,284
6,538.4
-17.66%
10.210
-2.66%
0.430
-2.91%
-5.15%
1,442.3
 
COWZ
Pacer US Cash Cows 100 ETF
60,342
3,408.1
+139.73%
5.320
+3.10%
0.010
+13.56%
+2.38%
20,868.5
 
BBBL
BondBloxx BBB Rated 10+ Year Corporate Bond ETF
BondBloxx BBB Rated 10+ Year Corporate Bond ETF
45,017
2,152.5
New Holding
3.360
+3.36%
30.010
+4.31%
+2.85%
7.2
 
TLT
iShares 20+ Year Treasury Bond ETF
23,398
2,043.3
-20.40%
3.190
-0.93%
0.000
-0.37%
+0.65%
47,770.6
 
FLTR
VanEck IG Floating Rate ETF
57,811
1,471.3
-3.73%
2.300
-0.09%
0.060
+1.96%
+2.79%
2,453.4
 
BBBI
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
27,725
1,387.4
New Holding
2.170
+2.17%
11.090
+4.01%
+5.13%
51.3
 
HYSA
BondBloxx USD High Yield Bond Sector Rotation ETF
BondBloxx USD High Yield Bond Sector Rotation ETF
66,176
989.3
New Holding
1.540
+1.54%
3.230
+4.67%
+5.05%
31.1
 

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
IEF
iShares 7-10 Year Treasury Bond ETF
2024-12-31
Sold Out
Sold Out
-10.06%
●
92.08 ($94.42) 97.91
$94.66
0.25%
Sold Out
0
-64,900
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
2024-12-31
Add
Add
+8.46%
●
78.09 ($79.38) 80.04
$80.54
1.46%
Add 89.4%
146,053
68,940
BBBL
BondBloxx BBB Rated 10+ Year Corporate Bond ETF
BondBloxx BBB Rated 10+ Year Corporate Bond ETF
2024-12-31
New Buy
New Buy
+3.36%
●
47.82 ($49.55) 51.46
$47.77
-3.59%
New holding
45,017
45,017
COWZ
Pacer US Cash Cows 100 ETF
2024-12-31
Add
Add
+3.10%
●
56.06 ($58.63) 61.35
$57.41
-2.08%
Add 139.73%
60,342
35,171
ZROZ
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
2024-12-31
Reduce
Reduce
-2.66%
●
68.62 ($74.87) 81.35
$63.62
-15.03%
Reduce -17.66%
95,284
-20,439
BBBI
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
2024-12-31
New Buy
New Buy
+2.17%
●
50.04 ($50.88) 52.09
$51.31
0.85%
New holding
27,725
27,725
SPY
SPDR S&P 500 ETF Trust
2024-12-31
Reduce
Reduce
-1.57%
●
567.8 ($589.49) 607.81
$634.21
7.59%
Reduce -6.41%
25,299
-1,733
HYSA
BondBloxx USD High Yield Bond Sector Rotation ETF
BondBloxx USD High Yield Bond Sector Rotation ETF
2024-12-31
New Buy
New Buy
+1.54%
●
14.95 ($15.19) 15.39
$15.19
-0.03%
New holding
66,176
66,176
SCHP
Schwab U.S. Tips ETF
2024-12-31
New Buy
New Buy
+1.35%
●
25.74 ($26.27) 26.86
$26.56
1.10%
New holding
33,598
33,598
KLG
WK Kellogg Co
2024-12-31
Sold Out
Sold Out
-1.29%
●
16.46 ($18.31) 21.56
$23.40
27.80%
Sold Out
0
-47,810

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

To

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

Top Ranked Articles

  • 1

Atlas Financial Advisors, Inc.'s Hypothetical Growth since 2024-12-31

Atlas Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Atlas Financial Advisors, Inc.'s Holdings Heat Map

Size field:

Atlas Financial Advisors, Inc.'s Holdings Bubble Chart

Atlas Financial Advisors, Inc. News

  • 1

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