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
76
$830K 0.27%
2,226
-519
77
$788K 0.25%
5,425
-1,466
78
$783K 0.25%
+4,611
79
$770K 0.25%
5,248
+773
80
$768K 0.25%
1,807
+73
81
$757K 0.24%
4,510
+302
82
$748K 0.24%
13,770
+6,590
83
$719K 0.23%
2,781
+336
84
$699K 0.23%
+20,013
85
$695K 0.22%
14,421
+504
86
$681K 0.22%
14,652
+1,908
87
$675K 0.22%
+2,748
88
$672K 0.22%
3,360
+25
89
$668K 0.22%
5,326
+741
90
$656K 0.21%
+5,798
91
$656K 0.21%
5,716
+796
92
$648K 0.21%
+3,375
93
$648K 0.21%
5,808
+779
94
$626K 0.2%
4,680
95
$613K 0.2%
10,868
+281
96
$611K 0.2%
23,787
+1,269
97
$578K 0.19%
3,844
-156
98
$561K 0.18%
5,921
-1
99
$548K 0.18%
+12,876
100
$540K 0.17%
3,262
+340
2 3
4
5 6