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

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
IWN icon
601
iShares Russell 2000 Value ETF
IWN
$11.7B
$11.2K ﹤0.01%
63
+3
AGZ icon
602
iShares Agency Bond ETF
AGZ
$574M
$10.8K ﹤0.01%
98
DEM icon
603
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.29B
$10.5K ﹤0.01%
229
VBK icon
604
Vanguard Small-Cap Growth ETF
VBK
$20.6B
$10.4K ﹤0.01%
35
FPXI icon
605
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$151M
$10.4K ﹤0.01%
+174
EWJ icon
606
iShares MSCI Japan ETF
EWJ
$15.7B
$10.1K ﹤0.01%
126
+100
IYT icon
607
iShares US Transportation ETF
IYT
$767M
$9.9K ﹤0.01%
138
IWMI
608
NEOS Russell 2000 High Income ETF
IWMI
$384M
$9.81K ﹤0.01%
+202
RFG icon
609
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$289M
$9.8K ﹤0.01%
192
IOO icon
610
iShares Global 100 ETF
IOO
$7.99B
$9.77K ﹤0.01%
+81
IEI icon
611
iShares 3-7 Year Treasury Bond ETF
IEI
$17.5B
$9.68K ﹤0.01%
81
SPFF icon
612
Global X SuperIncome Preferred ETF
SPFF
$133M
$9.61K ﹤0.01%
1,040
IGM icon
613
iShares Expanded Tech Sector ETF
IGM
$9.02B
$9.21K ﹤0.01%
73
IGF icon
614
iShares Global Infrastructure ETF
IGF
$8.87B
$9.17K ﹤0.01%
150
FTGS icon
615
First Trust Growth Strength ETF
FTGS
$1.23B
$9.16K ﹤0.01%
+255
TLH icon
616
iShares 10-20 Year Treasury Bond ETF
TLH
$12.5B
$9.06K ﹤0.01%
+88
QCLN icon
617
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$544M
$8.98K ﹤0.01%
214
+201
BBMC icon
618
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.01B
$8.94K ﹤0.01%
+86
COMT icon
619
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$586M
$8.86K ﹤0.01%
330
MJ icon
620
Amplify Alternative Harvest ETF
MJ
$130M
$8.78K ﹤0.01%
235
AMZA icon
621
InfraCap MLP ETF
AMZA
$384M
$8.68K ﹤0.01%
+216
AFSM icon
622
First Trust Active Factor Small Cap ETF
AFSM
$47.4M
$8.18K ﹤0.01%
+250
EINC icon
623
VanEck Energy Income ETF
EINC
$71.5M
$8.13K ﹤0.01%
+82
UXOC
624
FT Vest U.S. Equity Uncapped Accelerator ETF - October
UXOC
$46.2M
$7.88K ﹤0.01%
+226
CVIE icon
625
Calvert International Responsible Index ETF
CVIE
$258M
$7.71K ﹤0.01%
+113