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
$58.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$20.2M
2 +$5.24M
3 +$3.66M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.26M
5
USO icon
United States Oil Fund
USO
+$2.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 1.85%
2 Industrials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$120K 0.2%
+11,232
27
$89K 0.15%
+3,782
28
$64K 0.11%
+15,443