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
376
$27.2K 0.01%
566
377
$27.1K 0.01%
663
+360
378
$26.5K 0.01%
310
379
$25.7K 0.01%
184
-220
380
$25.6K 0.01%
303
+2
381
$24.5K 0.01%
+1,000
382
$24.2K 0.01%
492
-227
383
$24.2K 0.01%
483
384
$24K 0.01%
483
+2
385
$23.6K 0.01%
481
386
$22.6K 0.01%
1,067
+2
387
$22.2K 0.01%
167
-151
388
$22.2K 0.01%
931
-215
389
$21.4K 0.01%
256
390
$21.1K 0.01%
719
+31
391
$21.1K 0.01%
231
392
$20.4K 0.01%
1,222
393
$20K 0.01%
1,249
394
$19.4K 0.01%
474
+3
395
$19.4K 0.01%
321
396
$19.1K 0.01%
105
+1
397
$18.4K 0.01%
325
398
$18.4K 0.01%
204
399
$17.7K 0.01%
191
+2
400
$16.5K 0.01%
335
14 15
16
17 18