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
$322M
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$4.8M
2 +$4.68M
3 +$4M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.88M
5
MSFT icon
Microsoft
MSFT
+$2.8M

Top Sells

1 +$24.9M
2 +$24M
3 +$11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.53M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.84M

Sector Composition

1 Financials 5.66%
2 Industrials 3.56%
3 Technology 3.03%
4 Consumer Staples 1.42%
5 Consumer Discretionary 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,901
177
-1,083