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
201
$231K 0.11%
1,913
-7
202
$228K 0.1%
+5,526
203
$227K 0.1%
1,437
-323
204
$225K 0.1%
+5,917
205
$224K 0.1%
18,908
-1,000
206
$224K 0.1%
9,214
-110
207
$222K 0.1%
5,838
-1,000
208
$219K 0.1%
1,992
+244
209
$218K 0.1%
4,145
+3
210
$218K 0.1%
2,570
-83
211
$210K 0.1%
5,400
+227
212
$207K 0.09%
2,626
+50
213
$206K 0.09%
+6,254
214
$205K 0.09%
643
+21
215
$204K 0.09%
672
-36
216
$204K 0.09%
2,954
217
$204K 0.09%
+6,910
218
$203K 0.09%
2,669
-854
219
$202K 0.09%
1,484
+754
220
$197K 0.09%
6,007
+37
221
$196K 0.09%
5,035
-92
222
$195K 0.09%
1,562
+132
223
$192K 0.09%
1,413
+38
224
$188K 0.09%
14,869
+651
225
$188K 0.09%
4,845
-1
7 8
9
10 11