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
$220M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$582K
3
+$582K
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$407K
5
NVDA icon
NVIDIA
NVDA
+$355K

Top Sells

1
+$807K
2
+$317K
3
+$191K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$160K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$148K

Sector Composition

1 Technology 18.96%
2 Financials 11.44%
3 Communication Services 6.71%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
51
+1
452
$4K ﹤0.01%
138
-66
453
$4K ﹤0.01%
34
454
$4K ﹤0.01%
61
-21
455
$3K ﹤0.01%
40
-3
456
$3K ﹤0.01%
113
457
$3K ﹤0.01%
100
458
$3K ﹤0.01%
120
+56
459
$3K ﹤0.01%
126
460
$3K ﹤0.01%
18
461
$3K ﹤0.01%
48
462
$2K ﹤0.01%
43
-3
463
$2K ﹤0.01%
33
464
$2K ﹤0.01%
90
465
$2K ﹤0.01%
50
466
$2K ﹤0.01%
23
467
$1K ﹤0.01%
+11
468
$1K ﹤0.01%
10
469
$1K ﹤0.01%
4
470
$1K ﹤0.01%
+26
471
$1K ﹤0.01%
25
472
$1K ﹤0.01%
16
473
$1K ﹤0.01%
33
474
$1K ﹤0.01%
15
475
$1K ﹤0.01%
+28
16 17 18
19
20