SS

Sunbelt Securities Portfolio holdings

AUM $1.13B
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$7.73M
3
+$5.99M
4
BSTP icon
Innovator Buffer Step-Up Strategy ETF
BSTP
+$4.82M
5
AAPL icon
Apple
AAPL
+$2.93M

Top Sells

1
+$5.37M
2
+$3.66M
3
+$2.49M
4
XBOC icon
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
+$1.96M
5
QTOC icon
Innovator Growth Accelerated Plus ETF October
QTOC
+$1.93M

Sector Composition

1 Technology 13.66%
2 Energy 6.2%
3 Financials 6.16%
4 Industrials 5.62%
5 Healthcare 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$3.49K ﹤0.01%
53
1427
$3.48K ﹤0.01%
10
1428
$3.44K ﹤0.01%
25
1429
$3.41K ﹤0.01%
1,396
1430
$3.4K ﹤0.01%
75
1431
$3.39K ﹤0.01%
1,065
1432
$3.39K ﹤0.01%
22
1433
$3.37K ﹤0.01%
129
1434
$3.35K ﹤0.01%
23
1435
$3.31K ﹤0.01%
50
1436
$3.27K ﹤0.01%
117
+1
1437
$3.27K ﹤0.01%
+115
1438
$3.26K ﹤0.01%
96
1439
$3.23K ﹤0.01%
600
1440
$3.2K ﹤0.01%
355
1441
$3.2K ﹤0.01%
29
1442
$3.19K ﹤0.01%
120
1443
$3.18K ﹤0.01%
81
1444
$3.17K ﹤0.01%
86
1445
$3.15K ﹤0.01%
280
1446
$3.14K ﹤0.01%
112
1447
$3.13K ﹤0.01%
30
1448
$3.12K ﹤0.01%
+32
1449
$3.11K ﹤0.01%
197
1450
$3.11K ﹤0.01%
400
56 57
58
59 60