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
-0.51%
+0.87%
603,465.9
 
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF
146,053
11,487.1
+89.40%
17.930
+8.46%
0.070
+0.77%
+3.13%
16,057.1
 
QQQ 		INVESCO QQQ Trust
13,045
6,668.7
-8.36%
10.410
-0.92%
0.000
+2.31%
+1.69%
330,309.7
 
ZROZ 		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
-11.52%
-4.95%
1,443.1
 
COWZ 		Pacer US Cash Cows 100 ETF
60,342
3,408.1
+139.73%
5.320
+3.10%
0.010
-6.02%
-4.72%
21,082.3
 
BBBL 		BondBloxx BBB Rated 10+ Year Corporate Bond ETF
45,017
2,152.5
New Holding
3.360
+3.36%
30.010
-2.50%
+0.52%
7.1
 
TLT 		iShares 20+ Year Treasury Bond ETF
23,398
2,043.3
-20.40%
3.190
-0.93%
0.000
-5.68%
+0.19%
51,077.0
 
FLTR 		VanEck IG Floating Rate ETF
57,811
1,471.3
-3.73%
2.300
-0.09%
0.060
+0.74%
+1.68%
2,381.7
 
BBBI 		BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
27,725
1,387.4
New Holding
2.170
+2.17%
11.090
+0.60%
+3.11%
10.1
 
HYSA 		BondBloxx USD High Yield Bond Sector Rotation ETF
66,176
989.3
New Holding
1.540
+1.54%
3.230
+0.66%
+2.89%
30.8
 

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 ETF2024-12-31Sold Out
-10.06%
●
92.08 ($94.42) 97.91
$94.57
0.16%
Sold Out
0
-64,900
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2024-12-31Add
+8.46%
●
78.09 ($79.38) 80.04
$79.57
0.24%
Add 89.4%
146,053
68,940
BBBL 		BondBloxx BBB Rated 10+ Year Corporate Bond ETF2024-12-31New Buy
+3.36%
●
47.82 ($49.55) 51.46
$46.87
-5.41%
New holding
45,017
45,017
COWZ 		Pacer US Cash Cows 100 ETF2024-12-31Add
+3.10%
●
56.06 ($58.63) 61.35
$53.59
-8.60%
Add 139.73%
60,342
35,171
ZROZ 		PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund2024-12-31Reduce
-2.66%
●
68.62 ($74.87) 81.35
$64.51
-13.84%
Reduce -17.66%
95,284
-20,439
BBBI 		BondBloxx BBB Rated 5-10 Year Corporate Bond ETF2024-12-31New Buy
+2.17%
●
50.04 ($50.88) 52.09
$50.72
-0.31%
New holding
27,725
27,725
SPY 		SPDR S&P 500 ETF Trust2024-12-31Reduce
-1.57%
●
567.8 ($589.49) 607.81
$589.39
-0.02%
Reduce -6.41%
25,299
-1,733
HYSA 		BondBloxx USD High Yield Bond Sector Rotation ETF2024-12-31New Buy
+1.54%
●
14.95 ($15.19) 15.39
$15.04
-0.99%
New holding
66,176
66,176
SCHP 		Schwab U.S. Tips ETF2024-12-31New Buy
+1.35%
●
25.74 ($26.27) 26.86
$26.51
0.91%
New holding
33,598
33,598
KLG 		WK Kellogg Co2024-12-31Sold Out
-1.29%
●
16.46 ($18.31) 21.56
$16.92
-7.59%
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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