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SS

Sunbelt Securities Portfolio holdings

AUM $1.58B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,116
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.94M
3
+$3.18M
4
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$2.93M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.77M

Top Sells

1
+$7.01M
2
+$2.85M
3
+$2.45M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.24M
5
PLTR icon
Palantir
PLTR
+$1.62M

Sector Composition

1 Energy 17.47%
2 Technology 14.01%
3 Financials 6.57%
4 Healthcare 3.45%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GJUL icon
76
FT Vest US Equity Moderate Buffer ETF July
GJUL
$385M
$3.96M 0.25%
97,086
-1,000
IYW icon
77
iShares US Technology ETF
IYW
$24.3B
$3.94M 0.25%
21,691
-254
FTEC icon
78
Fidelity MSCI Information Technology Index ETF
FTEC
$20.4B
$3.83M 0.24%
18,418
+403
IGRO icon
79
iShares International Dividend Growth ETF
IGRO
$1.25B
$3.81M 0.24%
45,510
+443
IBM icon
80
IBM
IBM
$256B
$3.67M 0.23%
15,128
+756
DELL icon
81
Dell
DELL
$256B
$3.67M 0.23%
22,341
+1
GJUN icon
82
FT Vest US Equity Moderate Buffer ETF June
GJUN
$370M
$3.64M 0.23%
92,385
-1,200
GFLW
83
VictoryShares Free Cash Flow Growth ETF
GFLW
$800M
$3.62M 0.23%
137,598
+5,697
IUSV icon
84
iShares Core S&P US Value ETF
IUSV
$26.3B
$3.53M 0.22%
34,543
-2,895
CGDV icon
85
Capital Group Dividend Value ETF
CGDV
$35.2B
$3.48M 0.22%
81,821
-429
CGGR icon
86
Capital Group Growth ETF
CGGR
$23.6B
$3.37M 0.21%
83,773
+3,137
BX icon
87
Blackstone
BX
$150B
$3.29M 0.21%
28,647
+843
XLK icon
88
State Street Technology Select Sector SPDR ETF
XLK
$121B
$3.22M 0.2%
24,216
+873
NVDY icon
89
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.42B
$3.21M 0.2%
247,000
+4,538
GS icon
90
Goldman Sachs
GS
$314B
$3.17M 0.2%
3,746
+50
TSM icon
91
TSMC
TSM
$2.2T
$3.1M 0.2%
9,183
+480
DFEB icon
92
FT Vest US Equity Deep Buffer ETF February
DFEB
$455M
$3.07M 0.19%
64,889
-3,219
CIBR icon
93
First Trust NASDAQ Cybersecurity ETF
CIBR
$13B
$3.07M 0.19%
49,024
+4,532
IUSG icon
94
iShares Core S&P US Growth ETF
IUSG
$31.4B
$3.06M 0.19%
19,722
-3
CSCO icon
95
Cisco
CSCO
$477B
$2.98M 0.19%
38,467
-561
WTV icon
96
WisdomTree US Value Fund
WTV
$3.01B
$2.97M 0.19%
31,322
+1,867
ITA icon
97
iShares US Aerospace & Defense ETF
ITA
$13.7B
$2.95M 0.19%
13,504
-229
HCA icon
98
HCA Healthcare
HCA
$85.9B
$2.95M 0.19%
6,242
+3,945
MA icon
99
Mastercard
MA
$433B
$2.81M 0.18%
5,628
-299
RDVY icon
100
First Trust Rising Dividend Achievers ETF
RDVY
$23.4B
$2.8M 0.18%
40,939
+3,622
2 3
4
5 6