tiprankstipranks

SoFi Invest Account - New Portfolio

Morrie Yedor

SoFi Invest Account
Individual Investor
Ranked #177,395 out of 769,603 TipRanks' Investors
Success Rate
69%
36 out of 52
profitable transactions
Average Return
5.34%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.10% ABR
6.90% MO
6.28% ADX
5.92% RDVI
5.57% OMF
67.23% Others
By Assets
66.81% Stocks
17.68% Funds
15.31% ETFs
0.20% Cash
0.00% Cryptocurrency
By Sector
34.47% Financial
33.06% General
14.46% Real Estate
6.90% Consumer Defensive
4.72% Healthcare
6.40% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
bwaltcpgds
bwaltcpgds
bwaltcpgds
premium
bwaltcpgds
premium
bwaltcpgds
bwaltcpgds
bwaltcpgds
8oxnr7apgcl
8oxnr7apgcl
8oxnr7apgcl
premium
8oxnr7apgcl
premium
8oxnr7apgcl
8oxnr7apgcl
8oxnr7apgcl
ynr882
ynr882
ynr882
premium
ynr882
premium
ynr882
ynr882
ynr882
qxm4rkel6p8
qxm4rkel6p8
qxm4rkel6p8
premium
qxm4rkel6p8
premium
qxm4rkel6p8
qxm4rkel6p8
qxm4rkel6p8
2yfa4nugstd
2yfa4nugstd
2yfa4nugstd
premium
2yfa4nugstd
premium
2yfa4nugstd
2yfa4nugstd
2yfa4nugstd
t4906w9u37f
t4906w9u37f
t4906w9u37f
premium
t4906w9u37f
premium
t4906w9u37f
t4906w9u37f
t4906w9u37f
7vm1gzyn
7vm1gzyn
7vm1gzyn
premium
7vm1gzyn
premium
7vm1gzyn
7vm1gzyn
7vm1gzyn
wilvwnniobe
wilvwnniobe
wilvwnniobe
premium
wilvwnniobe
premium
wilvwnniobe
wilvwnniobe
wilvwnniobe
s6766phq1i
s6766phq1i
s6766phq1i
premium
s6766phq1i
premium
s6766phq1i
s6766phq1i
s6766phq1i
kqic05un9zh
kqic05un9zh
kqic05un9zh
premium
kqic05un9zh
premium
kqic05un9zh
kqic05un9zh
kqic05un9zh
To view investors' portfolios
Sign Up For Free
MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$335.89
$0.03
(<0.01%)
premium
1K Buy
443 Hold
48 Sell
Moderate Buy
premium
$24.13B
33.71%
TSLX
Sixth Street Specialty Lending
$20.78
$0.22
(1.07%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.94B
-2.47%
GLAD
Gladstone Capital
$26.71
$0.2
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$596.43M
30.46%
RC
Ready Capital
$7.39
$0.14
(1.93%)
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$1.25B
-28.00%
OBDC
Blue Owl Capital
$15.22
$0.15
(1%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.94B
2.31%
PFE
Pfizer
$25.65
$0.52
(2.07%)
premium
7 Buy
11 Hold
1 Sell
Moderate Buy
premium
$145.36B
-17.12%
CWEN
Clearway Energy
$28.35
$0
(0%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.67B
23.26%
ORI
Old Republic International
$38.60
$0.38
(0.99%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.79B
32.94%
ABBV
AbbVie
$176.95
$5.22
(3.04%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.70B
24.02%
TFC
Truist Financial
$47.96
$1.15
(2.46%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$63.67B
48.65%
CSQ
CSQ
< FUND >
Calamos Strategic Total Return Fund
$18.01
$0.08
(0.45%)
premium
premium
$2.86B
26.22%
ARCC
Ares Capital
$22.02
$0.24
(1.1%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.23B
10.99%
CGBD
TCG BDC
$16.85
$0.18
(1.08%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$857.77M
12.03%
MAIN
Main Street Capital
$53.97
$0.79
(1.49%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.76B
29.17%
OKE
Oneok
$117.05
$0.3
(0.26%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.38B
75.14%
BST
BST
< FUND >
BlackRock Science & Technology Trust
$36.45
$0.07
(0.19%)
premium
premium
$807.65M
8.69%
CSWC
Capital Southwest
$23.29
$0.32
(1.39%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.11B
2.45%
HTGC
Hercules Capital
$18.76
$0.23
(1.24%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.05B
19.16%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.16
$0.25
(0.42%)
premium
1K Buy
610 Hold
49 Sell
Moderate Buy
premium
$36.93B
10.22%
CRF
CRF
< FUND >
Cornerstone Total Return Fund Inc
$9.01
$0.1
(1.12%)
premium
premium
$938.83M
24.62%
OMF
OneMain Holdings
$56.60
$1.03
(1.85%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.76B
44.15%
O
Realty Income
$57.45
$0.06
(0.1%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
7.65%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$42.36
$0.39
(0.93%)
premium
345 Buy
132 Hold
15 Sell
Moderate Buy
premium
$3.77B
18.83%
RDVI
RDVI
< ETF >
FT Cboe Vest Rising Dividend Achievers Target Income ETF
$26.12
$0.24
(0.93%)
premium
403 Buy
265 Hold
31 Sell
Moderate Buy
premium
$1.55B
21.39%
MO
Altria Group
$56.73
$0.7
(1.25%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$96.15B
36.03%
ADX
ADX
< FUND >
Adams Diversified Equity Fund Inc Shs
$20.42
$0.05
(0.24%)
premium
premium
$2.53B
32.33%
ABR
Arbor Realty
$14.58
$0.08
(0.55%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.75B
19.14%