FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
1-Year Est. Return 7.29%
This Quarter Est. Return
1 Year Est. Return
-7.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.93%
2 Financials 1.16%
3 Energy 0.82%
4 Consumer Discretionary 0.78%
5 Real Estate 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPAB icon
26
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.71B
$2.49M 0.98%
99,222
+28,903
CRF
27
Cornerstone Total Return Fund
CRF
$1.23B
$2.42M 0.96%
347,406
-5,156
ACTV icon
28
LeaderShares Activist Leaders ETF
ACTV
$10.9M
$2.27M 0.9%
77,555
+738
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$2.01M 0.79%
41,545
-350
LMBS icon
30
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.42B
$1.99M 0.79%
41,976
-2,605
CVX icon
31
Chevron
CVX
$308B
$1.69M 0.67%
9,430
+243
IVV icon
32
iShares Core S&P 500 ETF
IVV
$660B
$1.57M 0.62%
4,093
-431
SPY icon
33
SPDR S&P 500 ETF Trust
SPY
$660B
$1.57M 0.62%
4,102
+658
JHML icon
34
John Hancock Multifactor Large Cap ETF
JHML
$1.05B
$1.48M 0.59%
30,111
+3,712
DWM icon
35
WisdomTree International Equity Fund
DWM
$605M
$1.42M 0.56%
30,150
+356
SPDW icon
36
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$1.42M 0.56%
47,723
-505
XLV icon
37
Health Care Select Sector SPDR Fund
XLV
$35.3B
$1.41M 0.56%
10,392
+1,982
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.41M 0.56%
4,562
-100
BND icon
39
Vanguard Total Bond Market
BND
$138B
$1.41M 0.56%
19,595
-1,139
IWP icon
40
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$1.33M 0.52%
15,890
-289
QUS icon
41
SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
$1.31M 0.52%
11,870
-4
AGGY icon
42
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$817M
$1.22M 0.48%
28,602
-2,745
SRLN icon
43
SPDR Blackstone Senior Loan ETF
SRLN
$6.87B
$1.21M 0.48%
29,537
-2,087
SPTI icon
44
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.28B
$1.19M 0.47%
41,973
+463
XLK icon
45
Technology Select Sector SPDR Fund
XLK
$93.7B
$1.17M 0.46%
9,435
-210
SPTL icon
46
SPDR Portfolio Long Term Treasury ETF
SPTL
$11.9B
$1.16M 0.46%
40,128
+1,937
QYLD icon
47
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.36B
$1.1M 0.44%
69,349
-1,147
QUAL icon
48
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$1.09M 0.43%
9,529
-46
SPHY icon
49
SPDR Portfolio High Yield Bond ETF
SPHY
$9.23B
$1.05M 0.42%
47,141
+319
O icon
50
Realty Income
O
$54.8B
$1.04M 0.41%
16,329
-98