Toth Financial Advisory’s Main Sector Rotation ETF SECT Stock Holding History

Toth Financial Advisory’s Portfolio SECT Stock Details SECT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-97	Closed	-$5.33K	–	756
2024 Q4	$5.33K	Hold	97	–	–	﹤0.01%	508
2024 Q3	$5.22K	Buy	+97	New	+$5.03K	﹤0.01%	515

Other funds holding SECT

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return