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SRA
Secured Retirement Advisors Portfolio holdings
AUM
$177M
1-Year Est. Return
29.16%
This Fund
S&P 500
1 Year Est. Return
+29.16%
AUM
$139M
AUM Growth
+$10.5M
(+8.2%)
Holding
136
Top Buys
| 1 | +$994K | |
| 2 | +$883K | |
| 3 | +$664K | |
| 4 |
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
|
+$560K |
| 5 |
JULU
AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
|
+$551K |
Top Sells
| 1 | +$664K | |
| 2 | +$568K | |
| 3 | +$559K | |
| 4 |
Illinois Tool Works
ITW
|
+$529K |
| 5 |
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
|
+$528K |
Sector Composition
| 1 | Technology | 14.02% |
| 2 | Healthcare | 9.72% |
| 3 | Industrials | 8.53% |
| 4 | Consumer Discretionary | 7.21% |
| 5 | Financials | 5.87% |