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
276
$88.7K 0.04%
1,276
+65
277
$87K 0.04%
548
+38
278
$85.7K 0.04%
1,177
279
$85.4K 0.04%
1,558
-153
280
$85.1K 0.04%
3,376
281
$84K 0.04%
2,052
282
$80.6K 0.04%
836
-18
283
$80.2K 0.04%
1,525
+3
284
$80K 0.04%
3,330
-405
285
$79.7K 0.04%
13,287
+147
286
$78.8K 0.04%
2,900
+34
287
$78.4K 0.04%
538
+85
288
$77.1K 0.04%
1,108
+2
289
$76.1K 0.03%
4,044
290
$73.6K 0.03%
3,052
+12
291
$71.9K 0.03%
800
292
$68.7K 0.03%
1,206
-161
293
$68.3K 0.03%
357
+1
294
$67.9K 0.03%
1,415
+3
295
$67.8K 0.03%
3,268
296
$67.2K 0.03%
1,255
-25
297
$66.8K 0.03%
1,297
+1
298
$65.6K 0.03%
343
+226
299
$63.6K 0.03%
698
-177
300
$63.4K 0.03%
771
-100
10 11
12
13 14