FA
Flagstar Advisors Portfolio holdings
AUM
$361M
This Quarter Return
-1.51%
1 Year Return
+11.55%
3 Year Return
+39.53%
5 Year Return
–
10 Year Return
–
AUM
$391M
AUM Growth
+$391M
(-2.6%)
Cap. Flow
-$2.63M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
31.88%
Holding
218
New
13
Increased
104
Reduced
86
Closed
3
Top Buys
| 1 |
Motley Fool 100 Index ETF
TMFC
|
$2.31M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.34M |
| 3 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$773K |
| 4 |
Vanguard Total Bond Market
BND
|
$499K |
| 5 |
Invesco QQQ Trust
QQQ
|
$481K |
Top Sells
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.16M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.12M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$997K |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
$707K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$602K |
