SFA
Souders Financial Advisors Portfolio holdings
AUM
$841M
1-Year Est. Return
12.85%
1 Year Est. Return
+12.85%
AUM
$841M
AUM Growth
+$55.2M
(+7%)
Holding
211
Top Buys
| 1 | +$6.28M | |
| 2 | +$4.77M | |
| 3 | +$4.07M | |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
+$3M |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$1.64M |
Top Sells
| 1 | +$5.53M | |
| 2 | +$4.15M | |
| 3 | +$2.03M | |
| 4 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$1.14M |
| 5 |
Capital Group Dividend Value ETF
CGDV
|
+$1.1M |
Sector Composition
| 1 | Technology | 7.22% |
| 2 | Financials | 4.27% |
| 3 | Consumer Staples | 3.15% |
| 4 | Consumer Discretionary | 2.56% |
| 5 | Industrials | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Broadridge
BR
$26.9B
| $204K | 0.02% |
856
+18
|
|
||
202
Stryker
SYK
$135B
| $203K | 0.02% |
548
+11
|
|
||
203
FS KKR Capital
FSK
$4.31B
| $203K | 0.02% |
+13,565
|
|
||
|
FSCO
204
FS Credit Opportunities Corp
FSCO
$1.23B
| $108K | 0.01% |
15,617
|
|
||
205
Aurora
AUR
$8.5B
| $65.2K | 0.01% |
12,100
+672
|
|
||
206
KORU Medical Systems
KRMD
$268M
| $57.7K | 0.01% |
15,075
|
|
||
207
American International
AIG
$45.8B
| – | – |
-2,548
|
|
||
208
Fidelity National Information Services
FIS
$34.8B
| – | – |
-2,699
|
|
||
209
iShares Core S&P 500 ETF
IVV
$699B
| – | – |
-402
|
|
||
210
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
| – | – |
-10,758
|
|
||
211
Constellation Brands
STZ
$25.7B
| – | – |
-1,906
|
|