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
426
$29.8K 0.01%
232
+1
427
$29.8K 0.01%
555
428
$28.7K 0.01%
1,394
+68
429
$28.4K 0.01%
300
-89
430
$28.2K 0.01%
537
431
$27.5K 0.01%
106
+1
432
$27.5K 0.01%
611
-6
433
$27.2K 0.01%
214
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434
$25.9K 0.01%
1,230
435
$25.7K 0.01%
1,249
436
$25.2K 0.01%
492
437
$25K 0.01%
526
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438
$25K 0.01%
201
439
$23.8K 0.01%
74
440
$23.5K 0.01%
324
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$23.4K 0.01%
318
442
$23.3K 0.01%
282
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$23.2K 0.01%
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500
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$23.1K 0.01%
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446
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176
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210
448
$21.7K 0.01%
1,080
+3
449
$21.4K 0.01%
228
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450
$21.1K 0.01%
325
16 17
18
19 20