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SFA

Souders Financial Advisors Portfolio holdings

AUM $876M
1-Year Est. Return 14.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$876M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$3.97M
3
+$1.42M
4
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$1.32M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$1.25M

Top Sells

1
+$13.4M
2
+$1.86M
3
+$1.07M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$723K
5
CGIC
Capital Group International Core Equity ETF
CGIC
+$496K

Sector Composition

1 Technology 6.8%
2 Financials 3.83%
3 Consumer Staples 3.27%
4 Consumer Discretionary 2.43%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
26
iShares Core US Aggregate Bond ETF
AGG
$137B
$10.6M 1.21%
107,075
-4,127
MSFT icon
27
Microsoft
MSFT
$2.9T
$10.3M 1.18%
27,887
+2,353
VIG icon
28
Vanguard Dividend Appreciation ETF
VIG
$109B
$9.69M 1.11%
45,057
+827
THYF icon
29
T. Rowe Price US High Yield ETF
THYF
$821M
$9.58M 1.09%
187,750
+4,359
AVGO icon
30
Broadcom
AVGO
$1.82T
$9.51M 1.09%
30,737
+1,617
NVDA icon
31
NVIDIA
NVDA
$4.97T
$8.73M 1%
50,037
+5,683
CGMM
32
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.81B
$8.44M 0.96%
287,605
+46,884
UITB icon
33
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.63B
$8.32M 0.95%
177,048
+7,166
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.37T
$7.58M 0.86%
26,415
+1,191
AMZN icon
35
Amazon
AMZN
$2.57T
$7.35M 0.84%
35,270
+3,370
JPM icon
36
JPMorgan Chase
JPM
$859B
$6.13M 0.7%
20,825
-2
CGNG
37
Capital Group New Geography Equity ETF
CGNG
$2.47B
$6M 0.68%
189,910
+9,113
BSCS icon
38
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$5.68M 0.65%
277,954
+2,500
IJH icon
39
iShares Core S&P Mid-Cap ETF
IJH
$122B
$5.66M 0.65%
83,811
-1,866
BSCR icon
40
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$5.43M 0.62%
276,660
+2,382
BSCQ icon
41
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.8B
$5.39M 0.62%
276,045
+2,432
META icon
42
Meta Platforms (Facebook)
META
$1.44T
$4.77M 0.54%
8,333
-86
CINF icon
43
Cincinnati Financial
CINF
$26.1B
$4.6M 0.53%
29,264
+466
RTX icon
44
RTX Corp
RTX
$247B
$4.47M 0.51%
23,171
-1,801
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.39T
$4.38M 0.5%
15,244
+950
BSCT icon
46
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$4.24M 0.48%
227,085
+3,497
BSCU icon
47
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.56B
$4.07M 0.46%
243,575
+7,801
LLY icon
48
Eli Lilly
LLY
$1.01T
$3.86M 0.44%
4,197
+352
HD icon
49
Home Depot
HD
$327B
$3.7M 0.42%
11,243
-250
GE icon
50
GE Aerospace
GE
$350B
$3.61M 0.41%
12,710
-444
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