Portfolio (Quarterly)
Guide ↗
FOUNDERS FINANCIAL SECURITIES LLC
· CIK 0001342396| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | — | 30,995 | $6.2M | 0.36% | SOLD |
| 2 | IAI | ISHARES TR | — | 28,206 | $5.1M | 0.30% | SOLD |
| 3 | UL | UNILEVER PLC | Consumer Defensive | 54,541 | $3.6M | 0.21% | SOLD |
| 4 | ICSH | ISHARES TR | — | 64,426 | $3.3M | 0.19% | SOLD |
| 5 | — | ASTRAZENECA PLC | — | 32,277 | $3.0M | 0.17% | SOLD |
| 6 | ENB | ENBRIDGE INC | Energy | 48,439 | $2.3M | 0.14% | SOLD |
| 7 | AVB | AVALONBAY CMNTYS INC | Real Estate | 9,968 | $1.8M | 0.11% | SOLD |
| 8 | IXN | ISHARES TR | — | 11,249 | $1.2M | 0.07% | SOLD |
| 9 | QQEW | FIRST TR EXCHANGE-TRADED FD | — | 7,469 | $1.1M | 0.06% | SOLD |
| 10 | EQIX | EQUINIX INC | Real Estate | 1,383 | $1.1M | 0.06% | SOLD |
| 11 | CRM | SALESFORCE INC | Technology | 3,438 | $911K | 0.05% | SOLD |
| 12 | TQQQ | PROSHARES TR | — | 16,348 | $862K | 0.05% | SOLD |
| 13 | TNA | DIREXION SHS ETF TR | — | 17,098 | $779K | 0.05% | SOLD |
| 14 | SPXL | DIREXION SHS ETF TR | — | 3,528 | $778K | 0.05% | SOLD |
| 15 | UPRO | PROSHARES TR | — | 6,608 | $765K | 0.04% | SOLD |
| 16 | PRU | PRUDENTIAL FINL INC | Financial Services | 6,346 | $716K | 0.04% | SOLD |
| 17 | SCHX | SCHWAB STRATEGIC TR | — | 26,564 | $715K | 0.04% | SOLD |
| 18 | UDOW | PROSHARES TR | — | 11,166 | $647K | 0.04% | SOLD |
| 19 | EQT | EQT CORP | Energy | 11,597 | $622K | 0.04% | SOLD |
| 20 | IWB | ISHARES TR | — | 1,510 | $564K | 0.03% | SOLD |
Sector Allocation
Technology
28.1%
Financial Services
19.5%
Healthcare
9.1%
Industrials
9.1%
Communication Services
7.1%
Energy
7.0%
Consumer Cyclical
6.9%
Consumer Defensive
6.3%
Basic Materials
3.4%
Utilities
1.8%