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
151
$323K 0.15%
9,198
-68
152
$321K 0.15%
10,012
+77
153
$320K 0.15%
3,261
+15
154
$319K 0.15%
6,480
155
$318K 0.15%
6,842
-67
156
$317K 0.15%
3,575
+1
157
$314K 0.14%
2,313
-108
158
$312K 0.14%
9,479
-1,020
159
$309K 0.14%
7,492
-47
160
$309K 0.14%
1,483
-31
161
$308K 0.14%
1,815
162
$304K 0.14%
2,887
+494
163
$301K 0.14%
22,742
+796
164
$297K 0.14%
+22,794
165
$294K 0.14%
1,420
-326
166
$288K 0.13%
11,465
+186
167
$286K 0.13%
2,372
+17
168
$285K 0.13%
556
169
$282K 0.13%
2,083
-2
170
$281K 0.13%
1,680
171
$280K 0.13%
2,273
172
$280K 0.13%
6,370
+678
173
$278K 0.13%
6,855
+56
174
$276K 0.13%
1,868
175
$275K 0.13%
+3,279
5 6
7
8 9