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
426
$8.43K ﹤0.01%
220
427
$8.3K ﹤0.01%
240
+46
428
$8.2K ﹤0.01%
361
429
$8.16K ﹤0.01%
229
430
$7.99K ﹤0.01%
168
431
$7.73K ﹤0.01%
255
432
$6.97K ﹤0.01%
53
433
$6.86K ﹤0.01%
126
434
$6.8K ﹤0.01%
190
435
$6.79K ﹤0.01%
186
436
$6.76K ﹤0.01%
174
437
$6.47K ﹤0.01%
147
438
$6.4K ﹤0.01%
157
439
$6.31K ﹤0.01%
76
440
$6.12K ﹤0.01%
139
441
$6.11K ﹤0.01%
95
442
$5.67K ﹤0.01%
154
+1
443
$5.38K ﹤0.01%
32
+1
444
$5.36K ﹤0.01%
54
+1
445
$4.93K ﹤0.01%
23
446
$4.76K ﹤0.01%
61
447
$4.72K ﹤0.01%
107
448
$4.55K ﹤0.01%
53
+1
449
$4.51K ﹤0.01%
109
450
$4.39K ﹤0.01%
26
16 17
18
19 20