FFA

Founders Financial Alliance Portfolio holdings

AUM $531M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$3.11M
3
+$673K
4
JPM icon
JPMorgan Chase
JPM
+$403K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$358K

Top Sells

1
+$389K
2
+$349K
3
+$215K
4
DIS icon
Walt Disney
DIS
+$214K
5
PANW icon
Palo Alto Networks
PANW
+$211K

Sector Composition

1 Technology 16.38%
2 Financials 11.09%
3 Healthcare 8%
4 Consumer Staples 6.44%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$186K 0.09%
884
-2
227
$184K 0.08%
16,506
-269
228
$183K 0.08%
15,767
+34
229
$181K 0.08%
3,625
-3,446
230
$177K 0.08%
1,913
-62
231
$177K 0.08%
2,359
+2
232
$175K 0.08%
1,003
+3
233
$173K 0.08%
2,321
+193
234
$168K 0.08%
10,049
+30
235
$158K 0.07%
14,372
+1,255
236
$158K 0.07%
3,009
+21
237
$154K 0.07%
1,839
-89
238
$147K 0.07%
14,163
+101
239
$146K 0.07%
2,888
+122
240
$145K 0.07%
2,210
-81
241
$143K 0.07%
1,936
-248
242
$142K 0.07%
10,005
-377
243
$142K 0.07%
1,330
-239
244
$141K 0.06%
12,344
+217
245
$139K 0.06%
2,755
246
$139K 0.06%
2,876
247
$137K 0.06%
1,059
-59
248
$134K 0.06%
1,575
-14
249
$132K 0.06%
913
-293
250
$132K 0.06%
1,598
-12
8 9
10
11 12