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
351
$35.8K 0.02%
799
-223
352
$35.2K 0.02%
938
+12
353
$35.1K 0.02%
2,610
-4,305
354
$35K 0.02%
692
355
$34.9K 0.02%
1,868
-61
356
$34.5K 0.02%
743
-313
357
$34.2K 0.02%
745
+6
358
$33.3K 0.02%
365
+2
359
$33.2K 0.02%
851
360
$32.9K 0.02%
164
361
$32.8K 0.02%
2,210
+161
362
$32.1K 0.01%
1,139
-166
363
$32.1K 0.01%
+810
364
$32K 0.01%
1,686
-25
365
$31.8K 0.01%
294
366
$31.4K 0.01%
412
+26
367
$31.3K 0.01%
622
368
$30.4K 0.01%
476
369
$30.3K 0.01%
611
370
$30.1K 0.01%
419
371
$30K 0.01%
298
372
$29.5K 0.01%
900
373
$29.4K 0.01%
378
374
$28.6K 0.01%
526
+17
375
$27.3K 0.01%
389
-150
13 14
15
16 17