CA
Clearstead Advisors Portfolio holdings
AUM
$7.09B
This Quarter Return
+6.76%
1 Year Return
+14.95%
3 Year Return
+61.54%
5 Year Return
+112.35%
10 Year Return
–
AUM
$6.43B
AUM Growth
+$6.43B
(+9.6%)
Cap. Flow
+$213M
Cap. Flow
% of AUM
3.32%
Top 10 Holdings %
Top 10 Hldgs %
31.97%
Holding
2,139
New
113
Increased
689
Reduced
503
Closed
104
Top Buys
| 1 |
HYBI
NEOS Enhanced Income Credit Select ETF
HYBI
|
$35.7M |
| 2 |
Apple
AAPL
|
$27.8M |
| 3 |
Dimensional International Core Equity Market ETF
DFAI
|
$15.7M |
| 4 |
Broadcom
AVGO
|
$15.4M |
| 5 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$13.9M |
Top Sells
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
$22.7M |
| 2 |
Palantir
PLTR
|
$14M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$14M |
| 4 |
Dropbox
DBX
|
$7.27M |
| 5 |
Qualcomm
QCOM
|
$5.1M |
Sector Composition
| 1 | Technology | 11.77% |
| 2 | Financials | 6.67% |
| 3 | Industrials | 5.44% |
| 4 | Healthcare | 4.48% |
| 5 | Consumer Discretionary | 3.39% |