MSA
SECT icon

McAlister Sweet & Associates’s Main Sector Rotation ETF SECT Stock Holding History

McAlister Sweet & Associates’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,666
Closed -$238K – 33
2025
Q1 		$238K Sell
4,666
-100,973
-96% -$5.54M 0.18% 27
2024
Q4 		$5.81M Buy
105,639
+1,147
+1% +$63.6K 4.13% 6
2024
Q3 		$5.62M Sell
104,492
-11,155
-10% -$579K 4.64% 7
2024
Q2 		$5.91M Sell
115,647
-7,856
-6% -$392K 4.24% 5
2024
Q1 		$6.22M Sell
123,503
-8,178
-6% -$394K 4.89% 4
2023
Q4 		$6.13M Buy
131,681
+78,583
+148% +$3.43M 5.69% 4
2023
Q3 		$2.23M Sell
53,098
-18,027
-25% -$782K 1.9% 13
2023
Q2 		$3.06M Sell
71,125
-3,720
-5% -$153K 2.64% 10
2023
Q1 		$3.04M Buy
74,845
+1,289
+2% +$52.2K 3.34% 8
2022
Q4 		$2.85M Buy
73,556
+333
+0.5% +$12.9K 4.23% 6
2022
Q3 		$2.6M Buy
73,223
+430
+0.6% +$16.5K 2.78% 9
2022
Q2 		$2.65M Sell
72,793
-2,535
-3% -$99.4K 2.68% 14
2022
Q1 		$3.21M Buy
75,328
+306
+0.4% +$12.9K 3.41% 8
2021
Q4 		$3.37M Buy
+75,022
New +$3.26M 2.94% 11

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return