FA

Flagstar Advisors Portfolio holdings

AUM $361M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$38.5M
2 +$27.7M
3 +$9.79M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.4M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$8.86M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$3K ﹤0.01%
+68
227
$3K ﹤0.01%
+126
228
$3K ﹤0.01%
+24
229
$3K ﹤0.01%
+61
230
$3K ﹤0.01%
+59
231
$2K ﹤0.01%
+39
232
$2K ﹤0.01%
+154
233
$2K ﹤0.01%
+40
234
$2K ﹤0.01%
+17
235
$1K ﹤0.01%
+9