FFA

Founders Financial Alliance Portfolio holdings

AUM $440M
1-Year Est. Return 17.59%
This Quarter Est. Return
1 Year Est. Return
+17.59%
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
26
$1.94M 0.89%
17,528
-301
27
$1.93M 0.89%
23,096
-1,352
28
$1.93M 0.89%
8,996
+1
29
$1.9M 0.87%
12,534
-67
30
$1.76M 0.81%
95,474
-2,055
31
$1.62M 0.75%
18,392
-228
32
$1.62M 0.74%
15,359
-268
33
$1.58M 0.72%
30,766
+170
34
$1.56M 0.72%
8,635
+136
35
$1.56M 0.71%
31,022
+13,434
36
$1.49M 0.69%
4,832
+34
37
$1.49M 0.68%
37,731
+812
38
$1.48M 0.68%
23,211
+298
39
$1.34M 0.62%
4,245
+71
40
$1.34M 0.61%
13,471
+13
41
$1.32M 0.61%
5,021
-459
42
$1.31M 0.6%
2,467
-58
43
$1.3M 0.6%
16,978
+305
44
$1.29M 0.59%
29,882
+128
45
$1.26M 0.58%
27,057
-1,020
46
$1.25M 0.57%
3,250
-1,012
47
$1.22M 0.56%
35,642
-217
48
$1.16M 0.53%
5,581
-190
49
$1.09M 0.5%
11,583
+20
50
$1.07M 0.49%
10,599
+759
1
2
3 4 5