We are live on ! Find out more
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
COP icon
126
ConocoPhillips
COP
$143B
$611K 0.07%
4,631
+373
ARMK icon
127
Aramark
ARMK
$14.3B
$607K 0.07%
14,973
-3,188
PEP icon
128
PepsiCo
PEP
$197B
$596K 0.07%
3,837
+72
APD icon
129
Air Products & Chemicals
APD
$62.7B
$593K 0.07%
2,042
+534
ELV icon
130
Elevance Health
ELV
$87.7B
$593K 0.07%
2,024
-56
URI icon
131
United Rentals
URI
$67.3B
$584K 0.07%
802
-102
MPC icon
132
Marathon Petroleum
MPC
$76.9B
$559K 0.06%
2,289
-895
CMCSA icon
133
Comcast
CMCSA
$87.5B
$559K 0.06%
19,455
+8,934
GLDM icon
134
SPDR Gold MiniShares Trust
GLDM
$28.6B
$557K 0.06%
6,010
GILD icon
135
Gilead Sciences
GILD
$156B
$552K 0.06%
3,963
+714
CEG icon
136
Constellation Energy
CEG
$90.6B
$551K 0.06%
1,975
-115
EQIX icon
137
Equinix
EQIX
$104B
$549K 0.06%
560
-67
SLV icon
138
iShares Silver Trust
SLV
$32.7B
$546K 0.06%
8,008
+424
ALNY icon
139
Alnylam Pharmaceuticals
ALNY
$37.8B
$544K 0.06%
1,644
+234
TMO icon
140
Thermo Fisher Scientific
TMO
$174B
$519K 0.06%
1,056
+137
APH icon
141
Amphenol
APH
$189B
$511K 0.06%
4,044
+1,114
CGBL icon
142
Capital Group Core Balanced ETF
CGBL
$6.65B
$504K 0.06%
+14,634
BMY icon
143
Bristol-Myers Squibb
BMY
$117B
$491K 0.06%
8,092
-374
IESC icon
144
IES Holdings
IESC
$14.9B
$479K 0.05%
1,006
+22
NSC icon
145
Norfolk Southern
NSC
$70.5B
$474K 0.05%
+1,653
QDVO
146
Amplify CWP Growth & Income ETF
QDVO
$715M
$461K 0.05%
17,299
+2,638
WFC icon
147
Wells Fargo
WFC
$256B
$460K 0.05%
5,784
+1,490
MO icon
148
Altria Group
MO
$120B
$460K 0.05%
6,967
+1,010
NET icon
149
Cloudflare
NET
$81.1B
$452K 0.05%
2,191
-62
FCX icon
150
Freeport-McMoran
FCX
$98.3B
$452K 0.05%
7,685
-747
4 5
6
7 8