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
$531M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.37M
3
+$5.22M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$4.81M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.17M

Top Sells

1
+$3.07M
2
+$1.97M
3
+$1.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$574K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$463K

Sector Composition

1 Technology 21.08%
2 Financials 9.46%
3 Consumer Discretionary 5.16%
4 Industrials 4.52%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJK icon
451
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$83.4K 0.02%
+870
MOAT icon
452
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$82.5K 0.02%
+832
STIP icon
453
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$81.8K 0.02%
792
+751
IWS icon
454
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$80.3K 0.02%
575
+515
IDNA icon
455
iShares Genomics Immunology and Healthcare ETF
IDNA
$127M
$80.3K 0.02%
+3,400
GLOV icon
456
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.53B
$80.2K 0.02%
+1,407
AIRR icon
457
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.03B
$80K 0.02%
+827
PFM icon
458
Invesco Dividend Achievers ETF
PFM
$743M
$79.7K 0.02%
1,571
+51
IHI icon
459
iShares US Medical Devices ETF
IHI
$4.26B
$78.4K 0.01%
1,305
+522
EBIZ icon
460
Global X E-commerce ETF
EBIZ
$53M
$78.2K 0.01%
+2,231
GDXJ icon
461
VanEck Junior Gold Miners ETF
GDXJ
$9.03B
$76.3K 0.01%
770
ACWX icon
462
iShares MSCI ACWI ex US ETF
ACWX
$7.35B
$75.9K 0.01%
1,167
BUG icon
463
Global X Cybersecurity ETF
BUG
$1,000M
$75.6K 0.01%
+2,149
VEU icon
464
Vanguard FTSE All-World ex-US ETF
VEU
$52.2B
$74.3K 0.01%
1,041
+290
MXI icon
465
iShares Global Materials ETF
MXI
$229M
$73.6K 0.01%
796
-200
ALTY icon
466
Global X Alternative Income ETF
ALTY
$39.3M
$72K 0.01%
6,063
-384
EEM icon
467
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$71.4K 0.01%
1,338
IJJ icon
468
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
$70.8K 0.01%
546
+137
SCHO icon
469
Schwab Short-Term US Treasury ETF
SCHO
$12.3B
$70.8K 0.01%
2,904
+495
LVDS
470
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$101M
$68K 0.01%
+1,316
TLT icon
471
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
$66.4K 0.01%
743
+373
ICF icon
472
iShares Select U.S. REIT ETF
ICF
$1.89B
$66.3K 0.01%
1,076
+7
VMBS icon
473
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$65.7K 0.01%
+1,398
VDE icon
474
Vanguard Energy ETF
VDE
$7.21B
$64.3K 0.01%
511
+367
MUB icon
475
iShares National Muni Bond ETF
MUB
$41.4B
$63.4K 0.01%
595
+348
17 18
19
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