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SFS

Sowell Financial Services Portfolio holdings

AUM $2.7B
1-Year Est. Return 22.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.7B
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$6.3M
3
+$5M
4
FLDR icon
Fidelity Low Duration Bond Factor ETF
FLDR
+$4.56M
5
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.44M

Top Sells

1
+$24.3M
2
+$7.89M
3
+$7.49M
4
SLV icon
iShares Silver Trust
SLV
+$6.72M
5
PHYS icon
Sprott Physical Gold
PHYS
+$6.61M

Sector Composition

1 Technology 14.33%
2 Financials 6.69%
3 Consumer Discretionary 4.71%
4 Industrials 3.93%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTSM icon
551
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$668K 0.02%
11,168
-87
FAUG icon
552
FT Vest US Equity Buffer ETF August
FAUG
$1.17B
$666K 0.02%
12,860
-16
RWL icon
553
Invesco S&P 500 Revenue ETF
RWL
$9.4B
$665K 0.02%
+5,791
EVT icon
554
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.04B
$658K 0.02%
26,797
GRID
555
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.7B
$658K 0.02%
4,021
-244
SYF icon
556
Synchrony
SYF
$24.4B
$655K 0.02%
9,626
-112
KMB icon
557
Kimberly-Clark
KMB
$37.3B
$649K 0.02%
6,726
+1,008
SHLD icon
558
Global X Defense Tech ETF
SHLD
$6.95B
$647K 0.02%
9,134
+1,713
AIQ icon
559
Global X Artificial Intelligence & Technology ETF
AIQ
$10.1B
$644K 0.02%
13,805
+1,265
PH icon
560
Parker-Hannifin
PH
$121B
$643K 0.02%
718
-130
ACWI icon
561
iShares MSCI ACWI ETF
ACWI
$33.4B
$642K 0.02%
4,638
-24
GDO
562
Western Asset Global Corporate Defined Opportunity Fund
GDO
$80M
$642K 0.02%
59,635
-800
FPF
563
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$642K 0.02%
36,388
VV icon
564
Vanguard Large-Cap ETF
VV
$53B
$641K 0.02%
2,146
+238
TSCO icon
565
Tractor Supply
TSCO
$16B
$641K 0.02%
14,153
+190
CGDG icon
566
Capital Group Dividend Growers ETF
CGDG
$5.25B
$641K 0.02%
17,858
-80
ACP
567
abrdn Income Credit Strategies Fund
ACP
$655M
$640K 0.02%
125,568
-235
AFL icon
568
Aflac
AFL
$62.1B
$639K 0.02%
5,827
-572
RDVY icon
569
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$635K 0.02%
9,302
-2,858
QTUM icon
570
Defiance Quantum ETF
QTUM
$5.86B
$635K 0.02%
5,917
-505
BP icon
571
BP
BP
$101B
$630K 0.02%
13,410
-1,281
PZA icon
572
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.28B
$626K 0.02%
27,243
+91
DFAS icon
573
Dimensional US Small Cap ETF
DFAS
$15B
$623K 0.02%
8,761
-21
VST icon
574
Vistra
VST
$53.6B
$621K 0.02%
4,133
-1,523
FTSL icon
575
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$620K 0.02%
13,847
-41,370
21 22
23
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