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
$359M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$631K
3
+$549K
4
AMZN icon
Amazon
AMZN
+$460K
5
BTI icon
British American Tobacco
BTI
+$343K

Top Sells

1
+$1.37M
2
+$594K
3
+$318K
4
FSD
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
+$282K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$280K

Sector Composition

1 Technology 21.52%
2 Financials 8.39%
3 Consumer Discretionary 4.98%
4 Healthcare 4.65%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$59.7K 0.02%
1,302
-140
377
$59.1K 0.02%
483
+123
378
$58.8K 0.02%
1,252
379
$58.3K 0.02%
339
380
$57.8K 0.02%
2,360
-242
381
$57.6K 0.02%
992
382
$56.5K 0.02%
2,738
+7
383
$55.9K 0.02%
500
+1
384
$52K 0.01%
183
-10
385
$51.6K 0.01%
2,522
-62
386
$51K 0.01%
520
+128
387
$50.3K 0.01%
492
388
$49.8K 0.01%
650
+5
389
$49.4K 0.01%
1,054
390
$49.1K 0.01%
504
+1
391
$48.7K 0.01%
909
+11
392
$48K 0.01%
321
393
$47.6K 0.01%
696
+3
394
$47.3K 0.01%
751
395
$46.8K 0.01%
722
396
$46.1K 0.01%
695
+203
397
$45.3K 0.01%
1,200
398
$45.1K 0.01%
970
399
$45.1K 0.01%
575
+75
400
$45K 0.01%
756
+161
14 15
16
17 18