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SoFi Invest Account - New Portfolio

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #144,661 out of 769,002 TipRanks' Investors
Success Rate
73%
38 out of 52
profitable transactions
Average Return
4.02%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.08% ABR
6.92% ADX
6.83% MO
5.88% RDVI
5.49% OMF
66.80% Others
By Assets
66.26% Stocks
18.30% Funds
15.24% ETFs
0.20% Cash
0.00% Cryptocurrency
By Sector
34.12% Financial
33.60% General
14.42% Real Estate
6.83% Consumer Defensive
4.61% Healthcare
6.41% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
n9yec5
n9yec5
n9yec5
premium
n9yec5
premium
n9yec5
n9yec5
n9yec5
6cg0mho5pn4
6cg0mho5pn4
6cg0mho5pn4
premium
6cg0mho5pn4
premium
6cg0mho5pn4
6cg0mho5pn4
6cg0mho5pn4
n0rk0qypq9e
n0rk0qypq9e
n0rk0qypq9e
premium
n0rk0qypq9e
premium
n0rk0qypq9e
n0rk0qypq9e
n0rk0qypq9e
q2j6gp5f1m
q2j6gp5f1m
q2j6gp5f1m
premium
q2j6gp5f1m
premium
q2j6gp5f1m
q2j6gp5f1m
q2j6gp5f1m
3w6tlvyjm
3w6tlvyjm
3w6tlvyjm
premium
3w6tlvyjm
premium
3w6tlvyjm
3w6tlvyjm
3w6tlvyjm
qyju04b7b7
qyju04b7b7
qyju04b7b7
premium
qyju04b7b7
premium
qyju04b7b7
qyju04b7b7
qyju04b7b7
h0rumf754
h0rumf754
h0rumf754
premium
h0rumf754
premium
h0rumf754
h0rumf754
h0rumf754
5xhhy0yy8k2
5xhhy0yy8k2
5xhhy0yy8k2
premium
5xhhy0yy8k2
premium
5xhhy0yy8k2
5xhhy0yy8k2
5xhhy0yy8k2
nvf0btz0u5s
nvf0btz0u5s
nvf0btz0u5s
premium
nvf0btz0u5s
premium
nvf0btz0u5s
nvf0btz0u5s
nvf0btz0u5s
qgynv4cxc1
qgynv4cxc1
qgynv4cxc1
premium
qgynv4cxc1
premium
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MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$335.86
$0.43
(0.13%)
premium
1K Buy
444 Hold
48 Sell
Moderate Buy
premium
$23.74B
34.23%
TSLX
Sixth Street Specialty Lending
$20.56
$0.08
(0.39%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.92B
-2.48%
GLAD
Gladstone Capital
$26.51
$0.34
(1.3%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$598.22M
28.79%
RC
Ready Capital
$7.25
$0.05
(0.69%)
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$1.22B
-28.50%
OBDC
Blue Owl Capital
$15.07
$0.01
(0.07%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.86B
2.94%
PFE
Pfizer
$25.13
$0.19
(0.76%)
premium
7 Buy
12 Hold
1 Sell
Moderate Buy
premium
$142.24B
-17.69%
CWEN
Clearway Energy
$28.35
$0.43
(1.54%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.56B
21.39%
ORI
Old Republic International
$38.22
$0.49
(1.3%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.50B
31.65%
ABBV
AbbVie
$171.73
$3.97
(2.37%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$294.35B
20.93%
TFC
Truist Financial
$46.81
$0.63
(1.36%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$61.90B
46.23%
CSQ
CSQ
< FUND >
Calamos Strategic Total Return Fund
$17.93
$0.13
(0.73%)
premium
premium
$2.85B
25.31%
ARCC
Ares Capital
$21.78
$0.01
(0.05%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.10B
10.38%
CGBD
TCG BDC
$16.67
$0.06
(0.36%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$836.39M
11.63%
MAIN
Main Street Capital
$53.18
$0.1
(0.19%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.69B
29.59%
OKE
Oneok
$116.75
$3.59
(3.17%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$66.08B
69.12%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.52
$0.23
(0.63%)
premium
premium
$809.20M
6.61%
CSWC
Capital Southwest
$22.97
$0.02
(0.09%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.10B
3.09%
HTGC
Hercules Capital
$18.53
$0.29
(1.54%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.10B
21.03%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(0.72%)
premium
1K Buy
604 Hold
49 Sell
Moderate Buy
premium
$36.72B
9.28%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$8.91
$0.12
(1.37%)
premium
premium
$928.41M
22.94%
OMF
OneMain Holdings
$55.57
$0.61
(1.11%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.51B
42.57%
O
Realty Income
$57.39
$0.51
(0.9%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.04B
6.22%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$41.97
$0.34
(0.82%)
premium
344 Buy
131 Hold
15 Sell
Moderate Buy
premium
$3.75B
17.87%
RDVI
RDVI
< ETF >
FT Cboe Vest Rising Dividend Achievers Target Income ETF
$25.88
$0.333
(1.31%)
premium
399 Buy
266 Hold
31 Sell
Moderate Buy
premium
$1.52B
21.31%
MO
Altria Group
$56.03
$0.05
(0.09%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$94.67B
37.34%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$22.43
$0.13
(0.58%)
premium
premium
$2.78B
31.56%
ABR
Arbor Realty
$14.50
$0.11
(0.75%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
19.85%