SFA

Souders Financial Advisors Portfolio holdings

AUM $786M
1-Year Est. Return 13.91%
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$860K
3
+$816K
4
SGEN
Seagen Inc. Common Stock
SGEN
+$783K
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$699K

Top Sells

1
+$849K
2
+$830K
3
+$794K
4
CPAY icon
Corpay
CPAY
+$517K
5
LU icon
Lufax Holding
LU
+$450K

Sector Composition

1 Financials 11%
2 Technology 10.63%
3 Healthcare 8.2%
4 Consumer Staples 6.88%
5 Communication Services 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.64%
5,838
+95
52
$1.87M 0.6%
17,140
+1,001
53
$1.81M 0.58%
5,506
+346
54
$1.67M 0.54%
71,359
+303
55
$1.65M 0.53%
54,120
+4,315
56
$1.64M 0.53%
2,691
+131
57
$1.61M 0.52%
75,194
+2,016
58
$1.53M 0.49%
68,982
+1,112
59
$1.37M 0.44%
4,321
+169
60
$1.25M 0.4%
7,737
+686
61
$1.24M 0.4%
12,194
+1,454
62
$1.22M 0.39%
5,061
+625
63
$1.15M 0.37%
3,028
+385
64
$1.1M 0.35%
1,908
+54
65
$1.08M 0.35%
5,108
+760
66
$1.06M 0.34%
3,804
+21
67
$1.05M 0.34%
47,867
-1,192
68
$1.05M 0.34%
10,725
+766
69
$971K 0.31%
4,576
+94
70
$948K 0.31%
4,337
+12
71
$944K 0.3%
6,960
+70
72
$942K 0.3%
3,659
+39
73
$906K 0.29%
30,469
+18,039
74
$889K 0.29%
2,659
+52
75
$887K 0.29%
11,463
+477
1 2
3
4 5