CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Portfolio holdings

AUM $52.6B
1-Year Est. Return 18.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49B
AUM Growth
+$4.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,741
New
Increased
Reduced
Closed

Top Sells

1 +$466M
2 +$277M
3 +$180M
4
MTG icon
MGIC Investment
MTG
+$58.8M
5
LPLA icon
LPL Financial
LPLA
+$57.6M

Sector Composition

1 Technology 15%
2 Financials 7.28%
3 Healthcare 4.54%
4 Industrials 4.31%
5 Consumer Discretionary 3.81%