FFG

Ford Financial Group Portfolio holdings

AUM $2.36M
1-Year Return 7.29%
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
-$259M
Cap. Flow
+$14K
Cap. Flow %
2.78%
Top 10 Hldgs %
71%
Holding
550
New
444
Increased
43
Reduced
47
Closed
1
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IGD
126
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$465M
$145 0.03%
23,463
+128
+0.5% +$1
NOBL icon
127
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$143 0.03%
+1,460
New +$143
BAC icon
128
Bank of America
BAC
$367B
$142 0.03%
3,212
-1,783
-36% -$79
GOOGL icon
129
Alphabet (Google) Class A
GOOGL
$2.82T
$141 0.03%
+980
New +$141
EPR icon
130
EPR Properties
EPR
$4.03B
$140 0.03%
+2,957
New +$140
AFL icon
131
Aflac
AFL
$57.1B
$139 0.03%
+2,390
New +$139
EEMV icon
132
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.6B
$139 0.03%
+2,228
New +$139
BME icon
133
BlackRock Health Sciences Trust
BME
$479M
$138 0.03%
+2,858
New +$138
BABA icon
134
Alibaba
BABA
$322B
$137 0.03%
+1,161
New +$137
AMT icon
135
American Tower
AMT
$92.8B
$136 0.03%
+465
New +$136
CI icon
136
Cigna
CI
$81.5B
$134 0.03%
+584
New +$134
TJX icon
137
TJX Companies
TJX
$155B
$134 0.03%
+1,767
New +$134
TMO icon
138
Thermo Fisher Scientific
TMO
$185B
$133 0.03%
+200
New +$133
SPSM icon
139
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.6B
$132 0.03%
+2,973
New +$132
SYSB
140
iShares Systematic Bond ETF
SYSB
$89.8M
$129 0.03%
1,300
-1,291
-50% -$128
IEF icon
141
iShares 7-10 Year Treasury Bond ETF
IEF
$35.9B
$129 0.03%
+1,125
New +$129
VNQ icon
142
Vanguard Real Estate ETF
VNQ
$34.6B
$128 0.03%
+1,103
New +$128
BAB icon
143
Invesco Taxable Municipal Bond ETF
BAB
$914M
$127 0.03%
+3,877
New +$127
MCA
144
DELISTED
BLACKROCK MUNIYIELD CALIFORNIA QUALITY FUND, INC
MCA
$127 0.03%
+8,007
New +$127
SLQD icon
145
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.37B
$126 0.03%
+2,469
New +$126
VCSH icon
146
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$125 0.02%
+1,549
New +$125
ECL icon
147
Ecolab
ECL
$77.7B
$124 0.02%
+529
New +$124
LLY icon
148
Eli Lilly
LLY
$654B
$124 0.02%
+450
New +$124
WEC icon
149
WEC Energy
WEC
$34.6B
$124 0.02%
+1,285
New +$124
PSA icon
150
Public Storage
PSA
$52.3B
$120 0.02%
+323
New +$120