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
$841M
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$4.61M
3
+$4.04M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$2.98M
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.64M

Top Sells

1
+$5.36M
2
+$3.91M
3
+$1.96M
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.14M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.07M

Sector Composition

1 Technology 7.21%
2 Financials 4.27%
3 Consumer Staples 3.15%
4 Consumer Discretionary 2.57%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.03%
1,758
+92
177
$275K 0.03%
5,857
178
$267K 0.03%
2,248
-1,932
179
$265K 0.03%
2,777
-1,240
180
$261K 0.03%
+5,624
181
$255K 0.03%
10,847
+1
182
$254K 0.03%
16,921
+9
183
$253K 0.03%
+2,042
184
$250K 0.03%
501
+2
185
$249K 0.03%
5,152
+75
186
$246K 0.03%
807
+1
187
$245K 0.03%
2,142
+149
188
$245K 0.03%
1,197
-155
189
$244K 0.03%
940
+68
190
$229K 0.03%
+1,342
191
$222K 0.03%
1,753
-361
192
$222K 0.03%
+8,695
193
$221K 0.03%
1,974
-34
194
$220K 0.03%
2,667
+119
195
$220K 0.03%
10,636
-55,019
196
$215K 0.03%
+4,258
197
$213K 0.03%
+1,460
198
$209K 0.02%
3,111
+329
199
$207K 0.02%
+4,242
200
$204K 0.02%
+2,721
5 6 7
8
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