Secured Retirement Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
RSJN
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
|
+$994K |
| 2 |
FT Vest US Equity Moderate Buffer ETF June
GJUN
|
+$883K |
| 3 |
Innovator Growth-100 Power Buffer ETF July
NJUL
|
+$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
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$664K |
| 2 |
Innovator Growth-100 Power Buffer ETF January
NJAN
|
+$568K |
| 3 |
Innovator International Developed Power Buffer ETF January
IJAN
|
+$559K |
| 4 |
Illinois Tool Works
ITW
|
+$529K |
| 5 |
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
|
+$528K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.02% |
| 2 | Healthcare | 9.72% |
| 3 | Industrials | 8.53% |
| 4 | Consumer Discretionary | 7.21% |
| 5 | Financials | 5.87% |
Similar funds
Secured Retirement Advisors's Q3 2024 Portfolio in Review
As of Q3 2024, Secured Retirement Advisors held 136 positions worth $139M, up 8.2% from $128M the previous quarter. Its ten largest holdings account for 25% of the portfolio.
Secured Retirement Advisors deployed $6.05M of net new capital in Q3 2024, opening 20 new positions and adding to 61 existing holdings. Its largest new stake was FT Vest U.S. Equity Equal Weight Buffer ETF - June: 32,007 shares worth $1.03M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF, an estimated $480K trimmed.
- Secured Retirement Advisors's largest Q3 2024 buy was FT Vest U.S. Equity Equal Weight Buffer ETF - June: 32,007 shares worth $1.03M.
- Secured Retirement Advisors added most to FT Vest US Small Cap Moderate Buffer ETF August in Q3 2024, an estimated $560K increase.
- Secured Retirement Advisors's biggest Q3 2024 reduction was AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF, cutting an estimated $480K.
- Secured Retirement Advisors fully exited Innovator US Small Cap Power Buffer ETF January in Q3 2024, selling an estimated $664K.
- Secured Retirement Advisors's ten largest holdings make up 25% of its $139M portfolio in Q3 2024.
- Secured Retirement Advisors opened 20 new positions and closed 17 in Q3 2024.
- Secured Retirement Advisors's portfolio value rose 8.2% quarter-over-quarter to $139M.
Based on Secured Retirement Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.