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
451
$4.12K ﹤0.01%
43
-85
452
$4.1K ﹤0.01%
70
453
$4.01K ﹤0.01%
71
454
$3.97K ﹤0.01%
+125
455
$3.6K ﹤0.01%
20
456
$3.57K ﹤0.01%
138
457
$3.48K ﹤0.01%
75
458
$3.38K ﹤0.01%
72
459
$3.35K ﹤0.01%
42
460
$3.02K ﹤0.01%
200
-28
461
$2.66K ﹤0.01%
48
462
$2.45K ﹤0.01%
120
463
$2.43K ﹤0.01%
126
464
$2.43K ﹤0.01%
100
465
$2.38K ﹤0.01%
43
466
$2.32K ﹤0.01%
40
467
$2.26K ﹤0.01%
30
-778
468
$1.78K ﹤0.01%
160
469
$1.68K ﹤0.01%
33
470
$1.54K ﹤0.01%
90
471
$1.48K ﹤0.01%
23
472
$1.02K ﹤0.01%
15
473
$634 ﹤0.01%
33
474
$487 ﹤0.01%
25
475
$464 ﹤0.01%
16
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16 17 18
19
20