SIA

Soltis Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$719M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$10.1M
3
+$6.6M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$4.18M
5
FSTA icon
Fidelity MSCI Consumer Staples Index ETF
FSTA
+$2.76M

Top Sells

1
+$8.71M
2
+$5.57M
3
+$4.91M
4
MBB icon
iShares MBS ETF
MBB
+$3.95M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$2.91M

Sector Composition

1 Financials 9.64%
2 Technology 6.68%
3 Consumer Discretionary 4.19%
4 Healthcare 4.11%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
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