StockDriftsStockDriftsTop 40 Atlas Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 23.15% | 25.3K | $14.8M | -6.41%(-1.73K) | — | 2024-12-31 | |
| HYG | ISHARES TR | 17.93% | 146.1K | $11.5M | +89.40%(+68.94K) | — | 2024-12-31 | |
| QQQ | INVESCO QQQ TR | 10.41% | 13.0K | $6.7M | -8.36%(-1.19K) | — | 2024-12-31 | |
| ZROZ | PIMCO ETF TR | 10.21% | 95.3K | $6.5M | -17.66%(-20.44K) | — | 2024-12-31 | |
| COWZ | PACER FDS TR | 5.32% | 60.3K | $3.4M | +139.73%(+35.17K) | — | 2024-12-31 | |
| BBBL | BONDBLOXX ETF TRUST | 3.36% | 45.0K | $2.2M | new | — | 2024-12-31 | |
| TLT | ISHARES TR | 3.19% | 23.4K | $2.0M | -20.40%(-6.00K) | — | 2024-12-31 | |
| FLTR | VANECK ETF TRUST | 2.3% | 57.8K | $1.5M | -3.73%(-2.24K) | — | 2024-12-31 | |
| BBBI | BONDBLOXX ETF TRUST | 2.17% | 27.7K | $1.4M | new | — | 2024-12-31 | |
| HYSA | BONDBLOXX ETF TRUST | 1.54% | 66.2K | $989K | new | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Atlas Financial Advisors, Inc. reports $64.06M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are SPY (23.1%), HYG (17.9%) and QQQ (10.4%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlas Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1924030). View Atlas Financial Advisors, Inc.’s 13F filings on SEC