XS

XR Securities Portfolio holdings

AUM $15.4M
1-Year Est. Return 3.38%
This Quarter Est. Return
1 Year Est. Return
+3.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.6M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.99M
3
+$4.48M
4
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.77M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$2.4M

Top Sells

1
+$23.7M
2
+$2.89M
3
+$1.41M
4
BABA icon
Alibaba
BABA
+$1.41M
5
UNH icon
UnitedHealth
UNH
+$1.02M

Sector Composition

1 Technology 18.11%
2 Consumer Discretionary 5.85%
3 Financials 5.27%
4 Communication Services 3.7%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
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