FA

Flagstar Advisors Portfolio holdings

AUM $299M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.94%
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 +$39.6M
2 +$27.9M
3 +$15.5M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$10.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.63M

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%
+126
227
$3K ﹤0.01%
+24
228
$3K ﹤0.01%
+61
229
$3K ﹤0.01%
+59
230
$3K ﹤0.01%
+38
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