FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
This Quarter Return
+4.47%
1 Year Return
-7.29%
3 Year Return
+47.66%
5 Year Return
+37.16%
10 Year Return
–
AUM
$504K
AUM Growth
+$504K
Cap. Flow
+$14K
Cap. Flow %
2.79%
Top 10 Hldgs %
71%
Holding
550
New
445
Increased
43
Reduced
47
Closed
1

Top Buys

1
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
$1.96K
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$1.2K
3
PFFV icon
Global X Variable Rate Preferred ETF
PFFV
$585
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
$574
5
RLY icon
SPDR SSGA Multi-Asset Real Return ETF
RLY
$425

Top Sells

1
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
$1.59K
2
BND icon
Vanguard Total Bond Market
BND
$1.16K
3
V icon
Visa
V
$902
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$726
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
$578

Sector Composition

1 Industrials 42.71%
2 Technology 1.62%
3 Financials 0.98%
4 Consumer Discretionary 0.72%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$66.6B
$3.28K 0.65%
14,750
-1,289
-8% -$287
IUSV icon
27
iShares Core S&P US Value ETF
IUSV
$21.9B
$2.47K 0.49%
32,353
-2,532
-7% -$193
USHY icon
28
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
$2.34K 0.46%
56,810
-6,423
-10% -$265
NTSX icon
29
WisdomTree US Efficient Core Fund
NTSX
$1.23B
$2.29K 0.45%
51,592
-8,102
-14% -$359
USMV icon
30
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$2.18K 0.43%
26,960
-36
-0.1% -$3
IAU icon
31
iShares Gold Trust
IAU
$52.2B
$2.02K 0.4%
57,993
-67
-0.1% -$2
FTSM icon
32
First Trust Enhanced Short Maturity ETF
FTSM
$6.16B
$1.9K 0.38%
31,736
-3,653
-10% -$218
EMB icon
33
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$1.86K 0.37%
17,050
-1,513
-8% -$165
O icon
34
Realty Income
O
$53B
$1.47K 0.29%
20,558
+1,186
+6% +$40
AMZN icon
35
Amazon
AMZN
$2.41T
$1.39K 0.28%
416
+45
+12% +$150
QYLD icon
36
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.16B
$1.37K 0.27%
61,725
+5,405
+10% +$120
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.08T
$1.36K 0.27%
4,542
+130
+3% +$39
CVX icon
38
Chevron
CVX
$318B
$1.18K 0.24%
10,093
-177
-2% -$21
VIG icon
39
Vanguard Dividend Appreciation ETF
VIG
$95.1B
$1.16K 0.23%
6,735
+7
+0.1% +$1
IVOL icon
40
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$366M
$1.14K 0.23%
42,421
+5,491
+15% +$147
SRLN icon
41
SPDR Blackstone Senior Loan ETF
SRLN
$6.96B
$1.14K 0.23%
24,968
+12,592
+102% +$574
FVD icon
42
First Trust Value Line Dividend Fund
FVD
$9.1B
$1.01K 0.2%
23,510
+315
+1% +$14
IJR icon
43
iShares Core S&P Small-Cap ETF
IJR
$84.4B
$991 0.2%
8,660
+169
+2% +$19
DGRO icon
44
iShares Core Dividend Growth ETF
DGRO
$33.5B
$987 0.2%
17,774
+270
+2% +$15
MSFT icon
45
Microsoft
MSFT
$3.76T
$927 0.18%
2,757
-151
-5% -$51
OPP
46
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$208M
$824 0.16%
58,032
-17
-0% –
FDN icon
47
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.23B
$718 0.14%
3,178
+300
+10% +$68
JPST icon
48
JPMorgan Ultra-Short Income ETF
JPST
$33B
$713 0.14%
14,134
-1,968
-12% -$99
PYPL icon
49
PayPal
PYPL
$66.5B
$679 0.13%
3,605
+1,240
+52% +$234
EFAV icon
50
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.37B
$650 0.13%
8,468
+221
+3% +$17
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