ECA

Elevated Capital Advisors Portfolio holdings

AUM $429M
1-Year Est. Return 11.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Sells

1 +$1.07M
2 +$816K
3 +$804K
4
TSLA icon
Tesla
TSLA
+$779K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$586K

Sector Composition

1 Technology 10.9%
2 Financials 6.54%
3 Consumer Discretionary 4%
4 Utilities 3.17%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZTS icon
476
Zoetis
ZTS
$54.4B
$7.55K ﹤0.01%
+60
SKYY icon
477
First Trust Cloud Computing ETF
SKYY
$2.42B
$7.54K ﹤0.01%
+58
PFEB icon
478
Innovator US Equity Power Buffer ETF February
PFEB
$878M
$7.53K ﹤0.01%
+185
PJAN icon
479
Innovator US Equity Power Buffer ETF January
PJAN
$1.54B
$7.52K ﹤0.01%
+160
PNOV icon
480
Innovator US Equity Power Buffer ETF November
PNOV
$957M
$7.52K ﹤0.01%
+180
POCT icon
481
Innovator US Equity Power Buffer ETF October
POCT
$1.07B
$7.51K ﹤0.01%
+171
ASML icon
482
ASML
ASML
$549B
$7.49K ﹤0.01%
+7
AGGY icon
483
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$896M
$7.44K ﹤0.01%
+169
VV icon
484
Vanguard Large-Cap ETF
VV
$47.4B
$7.26K ﹤0.01%
+23
DTCR icon
485
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.2B
$7.2K ﹤0.01%
+341
AZN icon
486
AstraZeneca
AZN
$316B
$7.17K ﹤0.01%
+78
BCE icon
487
BCE
BCE
$24.5B
$7.15K ﹤0.01%
+300
SPTS icon
488
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.6B
$6.97K ﹤0.01%
+238
IWD icon
489
iShares Russell 1000 Value ETF
IWD
$70.8B
$6.94K ﹤0.01%
+33
HYS icon
490
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.63B
$6.93K ﹤0.01%
+73
EFA icon
491
iShares MSCI EAFE ETF
EFA
$76.2B
$6.82K ﹤0.01%
+71
HWM icon
492
Howmet Aerospace
HWM
$106B
$6.77K ﹤0.01%
+33
BWZ icon
493
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$353M
$6.7K ﹤0.01%
+244
WTFC icon
494
Wintrust Financial
WTFC
$9.82B
$6.57K ﹤0.01%
+47
BPRE
495
Bluerock Private Real Estate Fund
BPRE
$6.53K ﹤0.01%
+435
BBVA icon
496
Banco Bilbao Vizcaya Argentaria
BBVA
$127B
$6.5K ﹤0.01%
+279
IEFA icon
497
iShares Core MSCI EAFE ETF
IEFA
$179B
$6.44K ﹤0.01%
+72
AGNG icon
498
Global X Aging Population ETF
AGNG
$86.9M
$6.42K ﹤0.01%
+179
HEDJ icon
499
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$6.37K ﹤0.01%
+120
PMO
500
Putnam Municipal Opportunities Trust
PMO
$298M
$6.37K ﹤0.01%
+595