SIA

Soltis Investment Advisors Portfolio holdings

AUM $1.27B
1-Year Est. Return 19.47%
This Quarter Est. Return
1 Year Est. Return
+19.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$886M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Sells

1 +$20M
2 +$7.69M
3 +$4.71M
4
WFC icon
Wells Fargo
WFC
+$4.67M
5
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$4.37M

Sector Composition

1 Technology 14.76%
2 Financials 9.04%
3 Consumer Discretionary 5.83%
4 Healthcare 5.13%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-261,808
302
-25,435
303
-1,579
304
-3,924
305
-8,313