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
251
$130K 0.06%
2,836
-135
252
$126K 0.06%
2,791
253
$124K 0.06%
5,457
-831
254
$122K 0.06%
2,831
255
$119K 0.05%
1,681
+300
256
$119K 0.05%
10,446
+49
257
$118K 0.05%
2,084
258
$115K 0.05%
1,541
-196
259
$114K 0.05%
2,065
260
$113K 0.05%
5,223
+232
261
$108K 0.05%
802
262
$101K 0.05%
831
+190
263
$100K 0.05%
2,107
-9
264
$100K 0.05%
951
265
$98.2K 0.05%
1,304
-66
266
$97.6K 0.04%
11,408
+252
267
$96.7K 0.04%
1,371
+98
268
$96.4K 0.04%
1,648
-348
269
$95K 0.04%
2,000
270
$94.9K 0.04%
910
+9
271
$94.1K 0.04%
1,028
+1
272
$92.2K 0.04%
1,521
+1
273
$92.2K 0.04%
2,168
+567
274
$91.4K 0.04%
789
+3
275
$90.9K 0.04%
1,557
9 10
11
12 13