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

Top Buys

1
+$5.4M
2
+$5.37M
3
+$5.22M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$4.81M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.17M

Top Sells

1
+$3.07M
2
+$1.97M
3
+$1.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$574K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$463K

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
PFIG icon
676
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$94.8M
$2.62K ﹤0.01%
108
XBI icon
677
State Street SPDR S&P Biotech ETF
XBI
$7.85B
$2.61K ﹤0.01%
+26
PFFD icon
678
Global X US Preferred ETF
PFFD
$2.24B
$2.54K ﹤0.01%
+131
VWOB icon
679
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.3B
$2.48K ﹤0.01%
+37
CXSE icon
680
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$507M
$2.45K ﹤0.01%
55
EMLC icon
681
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.13B
$2.37K ﹤0.01%
+93
FMAT icon
682
Fidelity MSCI Materials Index ETF
FMAT
$433M
$2.36K ﹤0.01%
+45
SCHE icon
683
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$2.34K ﹤0.01%
70
REMX icon
684
VanEck Rare Earth/Strategic Metals ETF
REMX
$1.5B
$2.24K ﹤0.01%
+34
XME icon
685
State Street SPDR S&P Metals & Mining ETF
XME
$2.69B
$2.24K ﹤0.01%
+24
PICK icon
686
iShares MSCI Global Metals & Mining Producers ETF
PICK
$894M
$2.23K ﹤0.01%
50
FXI icon
687
iShares China Large-Cap ETF
FXI
$6.59B
$2.18K ﹤0.01%
+53
FUTY icon
688
Fidelity MSCI Utilities Index ETF
FUTY
$2.17B
$2.14K ﹤0.01%
38
SDEM icon
689
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
$41.6M
$2.03K ﹤0.01%
72
VPL icon
690
Vanguard FTSE Pacific ETF
VPL
$8.29B
$2.02K ﹤0.01%
23
SPMB icon
691
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.53B
$1.89K ﹤0.01%
84
ANGL icon
692
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$1.88K ﹤0.01%
63
XES icon
693
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$248M
$1.81K ﹤0.01%
25
-68
FNDC icon
694
Schwab Fundamental International Small Company Index ETF
FNDC
$3B
$1.69K ﹤0.01%
38
PHB icon
695
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$395M
$1.67K ﹤0.01%
90
HYEM icon
696
VanEck Emerging Markets High Yield Bond ETF
HYEM
$436M
$1.64K ﹤0.01%
+82
SMOG icon
697
VanEck Low Carbon Energy ETF
SMOG
$130M
$1.52K ﹤0.01%
12
DALI icon
698
First Trust DorseyWright DALI 1 ETF
DALI
$117M
$1.41K ﹤0.01%
+50
EBND icon
699
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.21B
$1.41K ﹤0.01%
66
OBIL icon
700
US Treasury 12 Month Bill ETF
OBIL
$300M
$1.26K ﹤0.01%
25
-200
25 26 27
28
29