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
401
$15.4K 0.01%
314
+2
402
$15K 0.01%
653
403
$14.9K 0.01%
315
+15
404
$14.6K 0.01%
400
405
$14.5K 0.01%
350
406
$14.4K 0.01%
480
-397
407
$14.1K 0.01%
124
408
$14K 0.01%
152
409
$13.4K 0.01%
124
+106
410
$13.2K 0.01%
583
411
$12.6K 0.01%
368
-58
412
$12.4K 0.01%
135
-22
413
$11.9K 0.01%
146
414
$11.9K 0.01%
177
-18
415
$11.2K 0.01%
360
+3
416
$10.8K 0.01%
105
417
$10.4K ﹤0.01%
98
418
$10.3K ﹤0.01%
74
419
$10.3K ﹤0.01%
118
420
$10K ﹤0.01%
183
+1
421
$9.83K ﹤0.01%
354
422
$9.81K ﹤0.01%
57
423
$9.79K ﹤0.01%
1,040
-950
424
$8.58K ﹤0.01%
184
425
$8.44K ﹤0.01%
188
15 16
17
18 19