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
301
$63K 0.03%
2,820
+123
302
$62K 0.03%
645
-13
303
$60.4K 0.03%
4,197
-230
304
$60.1K 0.03%
1,043
305
$59.4K 0.03%
1,160
306
$58.6K 0.03%
2,213
+21
307
$58.5K 0.03%
1,581
+64
308
$58.1K 0.03%
1,277
+11
309
$57.1K 0.03%
1,252
310
$56.1K 0.03%
254
+1
311
$55.8K 0.03%
4,987
-272
312
$55.7K 0.03%
992
313
$55.5K 0.03%
1,233
-962
314
$55.3K 0.03%
3,413
315
$55K 0.03%
779
316
$54.7K 0.03%
1,803
+6
317
$54.3K 0.02%
499
318
$53.9K 0.02%
1,996
319
$53.8K 0.02%
1,420
+21
320
$52.3K 0.02%
339
-200
321
$52K 0.02%
976
+4
322
$51.4K 0.02%
752
323
$50.5K 0.02%
795
324
$50.3K 0.02%
3,362
-3
325
$48.6K 0.02%
2,731
11 12
13
14 15