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SoFi Invest Account - New Portfolio

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #189,436 out of 775,923 TipRanks' Investors
Success Rate
69%
36 out of 52
profitable transactions
Average Return
2.17%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.95% ABR
6.81% MO
6.49% ADX
5.72% RDVI
5.31% OMF
67.72% Others
By Assets
66.60% Stocks
18.06% Funds
15.13% ETFs
0.20% Cash
0.00% Cryptocurrency
By Sector
34.97% Financial
33.26% General
14.15% Real Estate
6.81% Consumer Defensive
4.95% Healthcare
5.86% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
m9i8111
m9i8111
m9i8111
premium
m9i8111
premium
m9i8111
m9i8111
m9i8111
w96rtkk
w96rtkk
w96rtkk
premium
w96rtkk
premium
w96rtkk
w96rtkk
w96rtkk
4s7xi622
4s7xi622
4s7xi622
premium
4s7xi622
premium
4s7xi622
4s7xi622
4s7xi622
ny0ek57kod8
ny0ek57kod8
ny0ek57kod8
premium
ny0ek57kod8
premium
ny0ek57kod8
ny0ek57kod8
ny0ek57kod8
nfmrg5kx8x
nfmrg5kx8x
nfmrg5kx8x
premium
nfmrg5kx8x
premium
nfmrg5kx8x
nfmrg5kx8x
nfmrg5kx8x
gdnwljpix3
gdnwljpix3
gdnwljpix3
premium
gdnwljpix3
premium
gdnwljpix3
gdnwljpix3
gdnwljpix3
pvmwqrqe5xr
pvmwqrqe5xr
pvmwqrqe5xr
premium
pvmwqrqe5xr
premium
pvmwqrqe5xr
pvmwqrqe5xr
pvmwqrqe5xr
qpbcyufugl
qpbcyufugl
qpbcyufugl
premium
qpbcyufugl
premium
qpbcyufugl
qpbcyufugl
qpbcyufugl
1mbdhi2n
1mbdhi2n
1mbdhi2n
premium
1mbdhi2n
premium
1mbdhi2n
1mbdhi2n
1mbdhi2n
alc1hodzya
alc1hodzya
alc1hodzya
premium
alc1hodzya
premium
alc1hodzya
alc1hodzya
alc1hodzya
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MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$349.09
$3.58
(1.04%)
premium
1K Buy
442 Hold
47 Sell
Moderate Buy
premium
$25.01B
34.70%
TSLX
Sixth Street Specialty Lending
$21.00
$0.2
(0.96%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96B
-1.45%
GLAD
Gladstone Capital
$27.38
$0.105
(0.38%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$611.39M
29.89%
RC
Ready Capital
$7.26
$0.16
(2.25%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$1.22B
-33.58%
OBDC
Blue Owl Capital
$15.19
$0.03
(0.2%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$5.93B
1.27%
PFE
Pfizer
$26.36
$0.59
(2.29%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$149.38B
-7.18%
CWEN
Clearway Energy
$26.04
$0.12
(0.46%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.21B
-4.86%
ORI
Old Republic International
$36.09
$0.4
(1.12%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.15B
23.13%
ABBV
AbbVie
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
TFC
Truist Financial
$43.32
$0.77
(1.81%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$57.51B
17.84%
CSQ
CSQ
< FUND >
Calamos Strategic Total Return Fund
$17.86
$0.3
(1.71%)
premium
premium
$2.84B
20.11%
ARCC
Ares Capital
$21.38
$0.25
(1.18%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.81B
8.20%
CGBD
TCG BDC
$18.00
$0.07
(0.39%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$916.31M
15.61%
MAIN
Main Street Capital
$56.40
$0.79
(1.42%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.97B
31.38%
OKE
Oneok
$100.08
$2.42
(2.48%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$58.47B
42.64%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.46
$0.31
(0.86%)
premium
premium
$807.87M
6.39%
CSWC
Capital Southwest
$21.05
$0.2
(0.96%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$1.00B
-11.44%
HTGC
Hercules Capital
$19.21
$0.19
(1%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.22B
17.06%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(0.97%)
premium
1K Buy
607 Hold
59 Sell
Moderate Buy
premium
$36.75B
5.59%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$8.54
$0.07
(0.83%)
premium
premium
$889.86M
18.78%
OMF
OneMain Holdings
$51.91
$0.73
(1.43%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.20B
5.90%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$40.66
$0.25
(0.62%)
premium
312 Buy
143 Hold
15 Sell
Moderate Buy
premium
$3.74B
11.40%
RDVI
RDVI
< ETF >
FT Cboe Vest Rising Dividend Achievers Target Income ETF
$24.27
$0.27
(1.12%)
premium
399 Buy
279 Hold
31 Sell
Moderate Buy
premium
$1.53B
5.34%
MO
Altria Group
$53.84
$0.85
(1.6%)
premium
4 Buy
1 Hold
2 Sell
Moderate Buy
premium
$91.25B
33.40%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$20.28
$0.24
(1.2%)
premium
premium
$2.52B
15.36%
ABR
Arbor Realty
$13.76
$0.05
(0.36%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.60B
-12.69%