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Portfolio (Quarterly) Guide ↗

FLAGSTAR ADVISORS INC

· CIK 0001117233
13F Portfolio $276M AUM 174 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 48 Added 94 Reduced 15 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FDT FIRST TR EXCH TRD ALPHDX FD 11,525.0 $1.0M 0.36% +253.0 +2.2% $86.94 +8.4%
22 PREF PRINCIPAL EXCHANGE TRADED FD 53,210.0 $1.0M 0.36% +771.0 +1.5% $18.82 +1.1%
23 IEF ISHARES TR 10,242.0 $978K 0.35% +429.0 +4.4% $95.45 -0.4%
24 OMFL INVESCO EXCH TRD SLF IDX FD 16,146.0 $971K 0.35% +2K +12.4% $60.12 +11.7%
25 GRID FIRST TR EXCHANGE-TRADED FD 5,930.0 $970K 0.35% +1K +33.1% $163.59 +13.2%
26 BKLN INVESCO EXCH TRADED FD TR II 46,877.0 $957K 0.35% +1K +2.5% $20.41 -0.5%
27 USFR WISDOMTREE TR 18,025.0 $907K 0.33% +158.0 +0.9% $50.34 -0.0%
28 SRLN SSGA ACTIVE ETF TR 22,316.0 $896K 0.32% +257.0 +1.2% $40.14 +0.1%
29 VOT VANGUARD INDEX FDS 3,364.0 $866K 0.31% +275.0 +8.9% $257.39 +16.0%
30 MTUM ISHARES TR 2,997.0 $719K 0.26% +105.0 +3.6% $240.05 +35.7%
31 SCHI SCHWAB STRATEGIC TR 28,569.0 $648K 0.23% +158.0 +0.6% $22.68 +0.1%
32 IUSV ISHARES TR 5,898.0 $603K 0.22% +899.0 +18.0% $102.26 +7.4%
33 PAPI MORGAN STANLEY ETF TRUST 21,020.0 $580K 0.21% +2K +8.9% $27.60 -1.5%
34 TIP ISHARES TR 5,232.0 $577K 0.21% +2K +44.1% $110.36 -0.6%
35 ILCV ISHARES TR 5,535.0 $516K 0.19% +162.0 +3.0% $93.14 +8.3%
36 PXH INVESCO EXCH TRADED FD TR II 18,992.0 $511K 0.18% +3K +17.4% $26.91 +2.5%
37 USMV ISHARES TR 4,948.0 $459K 0.17% +543.0 +12.3% $92.76 +3.5%
38 NLR VANECK ETF TRUST 3,442.0 $459K 0.17% +1K +73.9% $133.22 -12.7%
39 AIQ GLOBAL X FDS 8,541.0 $399K 0.14% +4K +98.6% $46.67 +35.3%
40 NUSHARES ETF TR 15,298.0 $381K 0.14% +272.0 +1.8% $24.94
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 100.0%