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
176
$272K 0.12%
18,486
+762
177
$272K 0.12%
1,334
+7
178
$271K 0.12%
3,402
+4
179
$269K 0.12%
2,037
+1
180
$262K 0.12%
6,653
+1,194
181
$262K 0.12%
2,766
-257
182
$258K 0.12%
18,286
183
$254K 0.12%
6,065
+5
184
$251K 0.12%
1,067
185
$251K 0.12%
26,471
-1,735
186
$248K 0.11%
1,328
-141
187
$247K 0.11%
2,466
188
$246K 0.11%
2,541
-74
189
$246K 0.11%
451
-6
190
$245K 0.11%
886
-72
191
$243K 0.11%
3,264
+1
192
$243K 0.11%
3,832
193
$241K 0.11%
+3,621
194
$241K 0.11%
1,953
-3
195
$238K 0.11%
9,883
+1,291
196
$236K 0.11%
1,673
+246
197
$236K 0.11%
5,246
+363
198
$235K 0.11%
1,607
-14
199
$234K 0.11%
3,013
-323
200
$232K 0.11%
2,951
-13
6 7
8
9 10