HA

Huntleigh Advisors Portfolio holdings

AUM $586M
1-Year Est. Return 44.13%
This Quarter Est. Return
1 Year Est. Return
+44.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
+$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$8.31M
2 +$2.91M
3 +$2.79M
4
MLM icon
Martin Marietta Materials
MLM
+$2.41M
5
CRWD icon
CrowdStrike
CRWD
+$2.2M

Top Sells

1 +$3.21M
2 +$2.7M
3 +$2.63M
4
TXN icon
Texas Instruments
TXN
+$2.47M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.86M

Sector Composition

1 Technology 35.08%
2 Financials 8.69%
3 Industrials 7.93%
4 Consumer Discretionary 6.95%
5 Healthcare 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SR icon
226
Spire
SR
$5.14B
$257K 0.05%
3,517
+9
PCAR icon
227
PACCAR
PCAR
$50.2B
$256K 0.05%
2,689
-292
CIBR icon
228
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.9B
$253K 0.05%
3,342
-310
ECL icon
229
Ecolab
ECL
$73.2B
$251K 0.05%
933
AFL icon
230
Aflac
AFL
$59.9B
$250K 0.05%
2,373
XLF icon
231
Financial Select Sector SPDR Fund
XLF
$54B
$250K 0.05%
4,769
-230
CEG icon
232
Constellation Energy
CEG
$106B
$249K 0.05%
+772
PSA icon
233
Public Storage
PSA
$48.1B
$248K 0.05%
+845
DES icon
234
WisdomTree US SmallCap Dividend Fund
DES
$1.83B
$248K 0.05%
7,796
-1,101
COR icon
235
Cencora
COR
$70.2B
$247K 0.05%
824
BFOR icon
236
Barron's 400 ETF
BFOR
$179M
$246K 0.05%
3,197
IJJ icon
237
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.85B
$246K 0.05%
1,991
EMR icon
238
Emerson Electric
EMR
$71.7B
$246K 0.05%
1,842
-26
DFAU icon
239
Dimensional US Core Equity Market ETF
DFAU
$9.43B
$242K 0.05%
5,711
+16
HUBS icon
240
HubSpot
HUBS
$20.8B
$237K 0.05%
425
+1
EWBC icon
241
East-West Bancorp
EWBC
$14.1B
$232K 0.04%
2,300
MO icon
242
Altria Group
MO
$97.7B
$227K 0.04%
3,873
+15
DPZ icon
243
Domino's
DPZ
$13.9B
$227K 0.04%
504
+1
F icon
244
Ford
F
$52.6B
$225K 0.04%
20,711
-372
UNP icon
245
Union Pacific
UNP
$132B
$224K 0.04%
974
+3
IWN icon
246
iShares Russell 2000 Value ETF
IWN
$11.8B
$222K 0.04%
1,407
-280
DGRO icon
247
iShares Core Dividend Growth ETF
DGRO
$35.6B
$221K 0.04%
3,460
NIE
248
Virtus Equity & Convertible Income Fund
NIE
$698M
$219K 0.04%
+9,151
PEG icon
249
Public Service Enterprise Group
PEG
$41.3B
$218K 0.04%
+2,589
MYO icon
250
Myomo
MYO
$31.4M
$218K 0.04%
100,704
+5,514