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
CVMC icon
626
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
$79.8M
$7.56K ﹤0.01%
+119
ITB icon
627
iShares US Home Construction ETF
ITB
$2.65B
$7.54K ﹤0.01%
70
THRO
628
iShares U.S. Thematic Rotation Active ETF
THRO
$6.9B
$7.19K ﹤0.01%
+190
RSPS icon
629
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$235M
$7.07K ﹤0.01%
242
DWX icon
630
SPDR S&P International Dividend ETF
DWX
$495M
$6.88K ﹤0.01%
161
DLS icon
631
WisdomTree International SmallCap Dividend Fund
DLS
$989M
$6.84K ﹤0.01%
86
+13
DIM icon
632
WisdomTree International MidCap Dividend Fund
DIM
$158M
$6.57K ﹤0.01%
85
+13
BIDD
633
iShares International Dividend Active ETF
BIDD
$467M
$6.54K ﹤0.01%
+234
PUI icon
634
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$52.6M
$6.54K ﹤0.01%
142
PBW icon
635
Invesco WilderHill Clean Energy ETF
PBW
$647M
$6.35K ﹤0.01%
+220
IYF icon
636
iShares US Financials ETF
IYF
$4.12B
$6.33K ﹤0.01%
50
IDU icon
637
iShares US Utilities ETF
IDU
$1.87B
$6.24K ﹤0.01%
56
SPIB icon
638
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$6.17K ﹤0.01%
182
+139
PSCH icon
639
Invesco S&P SmallCap Health Care ETF
PSCH
$150M
$6.12K ﹤0.01%
+147
IYRI
640
NEOS Real Estate High Income ETF
IYRI
$151M
$5.96K ﹤0.01%
+118
IQLT icon
641
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
$5.92K ﹤0.01%
134
BOTZ icon
642
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.01B
$5.86K ﹤0.01%
165
+125
FTSL icon
643
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$5.73K ﹤0.01%
125
+20
IBDS icon
644
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.49B
$5.67K ﹤0.01%
+233
SCHI icon
645
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.92B
$5.63K ﹤0.01%
244
HYLS icon
646
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$5.55K ﹤0.01%
132
+21
IBDT icon
647
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
$5.49K ﹤0.01%
+215
VTHR icon
648
Vanguard Russell 3000 ETF
VTHR
$3.74B
$5.33K ﹤0.01%
+18
IYLD icon
649
iShares Morningstar Multi-Asset Income ETF
IYLD
$122M
$5.32K ﹤0.01%
250
-150
ISTB icon
650
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.68B
$5.28K ﹤0.01%
108