ECA

Elevated Capital Advisors Portfolio holdings

AUM $402M
1-Year Est. Return 9.98%
This Quarter Est. Return
1 Year Est. Return
+9.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.57%
2 Financials 6.53%
3 Utilities 3.88%
4 Consumer Discretionary 3.83%
5 Healthcare 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABT icon
201
Abbott
ABT
$215B
$432K 0.12%
3,253
RFDA icon
202
RiverFront Dynamic US Dividend Advantage ETF
RFDA
$84M
$423K 0.12%
7,971
XLI icon
203
State Street Industrial Select Sector SPDR ETF
XLI
$28.1B
$415K 0.12%
3,165
PB icon
204
Prosperity Bancshares
PB
$7.1B
$414K 0.12%
5,801
BAC icon
205
Bank of America
BAC
$381B
$412K 0.12%
9,874
ATR icon
206
AptarGroup
ATR
$8.22B
$408K 0.11%
2,752
STLD icon
207
Steel Dynamics
STLD
$25.5B
$402K 0.11%
3,214
XLF icon
208
State Street Financial Select Sector SPDR ETF
XLF
$53.6B
$399K 0.11%
8,008
VIG icon
209
Vanguard Dividend Appreciation ETF
VIG
$105B
$394K 0.11%
2,033
EGP icon
210
EastGroup Properties
EGP
$9.92B
$378K 0.11%
2,146
IVE icon
211
iShares S&P 500 Value ETF
IVE
$49.4B
$370K 0.1%
1,943
MTUM icon
212
iShares MSCI USA Momentum Factor ETF
MTUM
$21.3B
$359K 0.1%
1,775
MBB icon
213
iShares MBS ETF
MBB
$39.2B
$354K 0.1%
3,776
XLV icon
214
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$350K 0.1%
2,395
FCOM icon
215
Fidelity MSCI Communication Services Index ETF
FCOM
$1.93B
$333K 0.09%
5,919
RSP icon
216
Invesco S&P 500 Equal Weight ETF
RSP
$79B
$328K 0.09%
1,896
AXP icon
217
American Express
AXP
$246B
$328K 0.09%
1,221
WST icon
218
West Pharmaceutical
WST
$20.1B
$327K 0.09%
1,460
RIGS icon
219
RiverFront Strategic Income Fund
RIGS
$75M
$320K 0.09%
13,875
IWP icon
220
iShares Russell Mid-Cap Growth ETF
IWP
$21.2B
$316K 0.09%
2,686
FTCS icon
221
First Trust Capital Strength ETF
FTCS
$8.37B
$299K 0.08%
3,336
IJR icon
222
iShares Core S&P Small-Cap ETF
IJR
$94.4B
$294K 0.08%
2,810
GGG icon
223
Graco
GGG
$14.5B
$292K 0.08%
3,494
GATX icon
224
GATX Corp
GATX
$6.28B
$290K 0.08%
1,867
FNCL icon
225
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
$290K 0.08%
4,167