FA

FDx Advisors Portfolio holdings

AUM $334M
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
-$476M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
861
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$12.9M
3 +$10.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$9.7M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$9.14M

Top Sells

1 +$71.8M
2 +$66.2M
3 +$55.4M
4
MSFT icon
Microsoft
MSFT
+$52.2M
5
NFLX icon
Netflix
NFLX
+$51.9M

Sector Composition

1 Technology 16.91%
2 Healthcare 9.47%
3 Financials 7.24%
4 Consumer Discretionary 6.35%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
-11,007
802
-28,373
803
-16,495
804
-8,700
805
-5,121
806
-4,892
807
-803
808
-1,281
809
-2,838
810
-3,159
811
-5,265
812
-15,435
813
-21,979
814
-25,229
815
-2,518
816
-8,141
817
-10,158
818
-26,126
819
-8,193
820
-39,716
821
-5,403
822
-4,522
823
-65,950
824
-10,286
825
-8,154