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
126
$391K 0.18%
8,075
-280
127
$390K 0.18%
5,789
-48
128
$389K 0.18%
12,565
+731
129
$383K 0.18%
4,237
-26
130
$371K 0.17%
1,412
-286
131
$370K 0.17%
3,165
-28
132
$366K 0.17%
1,189
+2
133
$366K 0.17%
915
134
$366K 0.17%
3,809
-603
135
$364K 0.17%
2,461
136
$360K 0.17%
14,283
+72
137
$357K 0.16%
33,990
+178
138
$354K 0.16%
4,951
+157
139
$353K 0.16%
1,480
-77
140
$348K 0.16%
1,013
+22
141
$343K 0.16%
5,363
-98
142
$342K 0.16%
984
+255
143
$336K 0.15%
+3,382
144
$336K 0.15%
2,925
-27
145
$336K 0.15%
1,029
-4
146
$330K 0.15%
8,269
+5
147
$328K 0.15%
4,612
-1,110
148
$327K 0.15%
6,273
-3
149
$325K 0.15%
591
-18
150
$324K 0.15%
10,624
-415
4 5
6
7 8