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Founders Financial Securities Llc Buys BTC iShares MSCI USA Momentum Factor ETF, BTC iShares MSCI USA Quality Factor ETF, BTC iShares MSCI EMU ETF, Sells ISHARES TRUST, iShares Core S&P Mid-Cap ETF, SPDR Portfolio Developed World ex-US ETF

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Nov 15, 2021
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Towson, MD, based Investment company Founders Financial Securities Llc (Current Portfolio) buys BTC iShares MSCI USA Momentum Factor ETF, BTC iShares MSCI USA Quality Factor ETF, BTC iShares MSCI EMU ETF, BTC iShares MSCI USA Min Vol Factor ETF, BTC iShares MSCI USA Value Factor ETF, sells ISHARES TRUST, iShares Core S&P Mid-Cap ETF, SPDR Portfolio Developed World ex-US ETF, Invesco S&P 500 Equal Weight ETF, Pacer Trendpilot US Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Founders Financial Securities Llc. As of 2021Q3, Founders Financial Securities Llc owns 259 stocks with a total value of $497 million. These are the details of the buys and sells.

For the details of FOUNDERS FINANCIAL SECURITIES LLC's stock buys and sells, go to https://www.gurufocus.com/guru/founders+financial+securities+llc/current-portfolio/portfolio

These are the top 5 holdings of FOUNDERS FINANCIAL SECURITIES LLC
  1. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 567,525 shares, 7.31% of the total portfolio. Shares added by 7.46%
  2. SPDR Portfolio S&P 500 Value ETF (SPYV) - 897,537 shares, 7.05% of the total portfolio. Shares added by 0.27%
  3. iShares Core MSCI Emerging Markets ETF (IEMG) - 315,950 shares, 3.93% of the total portfolio. Shares added by 13.02%
  4. Vanguard FTSE Developed Markets ETF (VEA) - 376,295 shares, 3.82% of the total portfolio. Shares added by 15.91%
  5. PowerShares QQQ Trust Ser 1 (QQQ) - 40,056 shares, 2.89% of the total portfolio. Shares added by 4.31%
New Purchase: BTC iShares MSCI EMU ETF (EZU)

Founders Financial Securities Llc initiated holding in BTC iShares MSCI EMU ETF. The purchase prices were between $47.54 and $51.53, with an estimated average price of $49.98. The stock is now traded at around $51.020000. The impact to a portfolio due to this purchase was 0.51%. The holding were 52,262 shares as of 2021-09-30.

New Purchase: iShares U.S. Basic Materials ETF (IYM)

Founders Financial Securities Llc initiated holding in iShares U.S. Basic Materials ETF. The purchase prices were between $122.35 and $135.43, with an estimated average price of $129.88. The stock is now traded at around $140.890000. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,983 shares as of 2021-09-30.

New Purchase: iShares U.S. Real Estate ETF (IYR)

Founders Financial Securities Llc initiated holding in iShares U.S. Real Estate ETF. The purchase prices were between $102.06 and $110.97, with an estimated average price of $106.14. The stock is now traded at around $110.070000. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,378 shares as of 2021-09-30.

New Purchase: First Trust Water ETF (FIW)

Founders Financial Securities Llc initiated holding in First Trust Water ETF. The purchase prices were between $82.89 and $91.82, with an estimated average price of $87.55. The stock is now traded at around $94.050000. The impact to a portfolio due to this purchase was 0.11%. The holding were 6,220 shares as of 2021-09-30.

New Purchase: Eaton Corp PLC (ETN)

Founders Financial Securities Llc initiated holding in Eaton Corp PLC. The purchase prices were between $149.19 and $170.21, with an estimated average price of $159.79. The stock is now traded at around $172.770000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,924 shares as of 2021-09-30.

New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)

Founders Financial Securities Llc initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $143.45 and $151.4, with an estimated average price of $147.93. The stock is now traded at around $146.080000. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,415 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Momentum Factor ETF (MTUM)

Founders Financial Securities Llc added to a holding in BTC iShares MSCI USA Momentum Factor ETF by 113.73%. The purchase prices were between $166.71 and $183.38, with an estimated average price of $177.41. The stock is now traded at around $189.500000. The impact to a portfolio due to this purchase was 0.76%. The holding were 40,274 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Founders Financial Securities Llc added to a holding in BTC iShares MSCI USA Quality Factor ETF by 85.72%. The purchase prices were between $131.73 and $141.35, with an estimated average price of $137.12. The stock is now traded at around $145.870000. The impact to a portfolio due to this purchase was 0.66%. The holding were 53,611 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Min Vol Factor ETF (USMV)

Founders Financial Securities Llc added to a holding in BTC iShares MSCI USA Min Vol Factor ETF by 53.38%. The purchase prices were between $73.5 and $77.99, with an estimated average price of $75.9. The stock is now traded at around $78.300000. The impact to a portfolio due to this purchase was 0.42%. The holding were 81,427 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Value Factor ETF (VLUE)

Founders Financial Securities Llc added to a holding in BTC iShares MSCI USA Value Factor ETF by 22.73%. The purchase prices were between $99.83 and $105.57, with an estimated average price of $103.2. The stock is now traded at around $107.800000. The impact to a portfolio due to this purchase was 0.33%. The holding were 88,806 shares as of 2021-09-30.

Added: Technology Select Sector SPDR ETF (XLK)

Founders Financial Securities Llc added to a holding in Technology Select Sector SPDR ETF by 70.77%. The purchase prices were between $147.65 and $159.42, with an estimated average price of $154.06. The stock is now traded at around $167.270000. The impact to a portfolio due to this purchase was 0.31%. The holding were 24,545 shares as of 2021-09-30.

Added: VANGUARD BD IDX FD (BND)

Founders Financial Securities Llc added to a holding in VANGUARD BD IDX FD by 24.07%. The purchase prices were between $85.19 and $86.45, with an estimated average price of $85.93. The stock is now traded at around $84.980000. The impact to a portfolio due to this purchase was 0.29%. The holding were 87,155 shares as of 2021-09-30.

Sold Out: SPDR Portfolio Developed World ex-US ETF (SPDW)

Founders Financial Securities Llc sold out a holding in SPDR Portfolio Developed World ex-US ETF. The sale prices were between $35.68 and $38.17, with an estimated average price of $37.13.

Sold Out: SPDR Portfolio S&P 600 Small Cap ETF (SPSM)

Founders Financial Securities Llc sold out a holding in SPDR Portfolio S&P 600 Small Cap ETF. The sale prices were between $40.59 and $44.1, with an estimated average price of $42.74.

Sold Out: ARK Genomic Revolution ETF (ARKG)

Founders Financial Securities Llc sold out a holding in ARK Genomic Revolution ETF. The sale prices were between $73.87 and $92.86, with an estimated average price of $83.9.

Sold Out: ProShares Ultra SmallCap600 (SAA)

Founders Financial Securities Llc sold out a holding in ProShares Ultra SmallCap600. The sale prices were between $27.22 and $32.39, with an estimated average price of $30.1.

Sold Out: Pacer Benchmark Data & Infrastructure Real Estate (SRVR)

Founders Financial Securities Llc sold out a holding in Pacer Benchmark Data & Infrastructure Real Estate . The sale prices were between $38.92 and $43.07, with an estimated average price of $40.95.

Sold Out: Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)

Founders Financial Securities Llc sold out a holding in Xtrackers MSCI USA ESG Leaders Equity ETF. The sale prices were between $39.24 and $41.9, with an estimated average price of $40.77.



Here is the complete portfolio of FOUNDERS FINANCIAL SECURITIES LLC. Also check out:

1. FOUNDERS FINANCIAL SECURITIES LLC's Undervalued Stocks
2. FOUNDERS FINANCIAL SECURITIES LLC's Top Growth Companies, and
3. FOUNDERS FINANCIAL SECURITIES LLC's High Yield stocks
4. Stocks that FOUNDERS FINANCIAL SECURITIES LLC keeps buying
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