SRA
Secured Retirement Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+10.84%
1 Year Return
+13.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.53%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Strive 500 ETF
STRV
|
$4.02M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.69M |
| 3 |
UnitedHealth
UNH
|
$3.58M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$3.13M |
| 5 |
Microsoft
MSFT
|
$2.97M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.87% |
| 2 | Industrials | 8.86% |
| 3 | Healthcare | 8.35% |
| 4 | Consumer Discretionary | 5.55% |
| 5 | Financials | 4.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Merck
MRK
$210B
| $205K | 0.2% |
+1,880
| New | +$205K |
|
102
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$409M
| $201K | 0.19% |
+8,434
| New | +$201K |
|