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
326
$48.5K 0.02%
812
-938
327
$48.4K 0.02%
1,968
328
$47.7K 0.02%
426
+2
329
$47.2K 0.02%
448
330
$47.2K 0.02%
575
331
$46.6K 0.02%
409
332
$46.1K 0.02%
620
333
$45K 0.02%
620
+8
334
$44.9K 0.02%
1,284
+1
335
$44.1K 0.02%
933
-4
336
$43.9K 0.02%
882
+13
337
$43.6K 0.02%
875
+2
338
$43.5K 0.02%
693
339
$43.4K 0.02%
249
340
$42.9K 0.02%
1,750
+750
341
$42.9K 0.02%
526
342
$42.3K 0.02%
2,649
+18
343
$42K 0.02%
1,020
-3,511
344
$40.8K 0.02%
661
+1
345
$40.8K 0.02%
1,200
346
$40.3K 0.02%
884
347
$39.1K 0.02%
675
-3
348
$38.1K 0.02%
954
349
$38K 0.02%
524
350
$37.7K 0.02%
751
12 13
14
15 16