DAS

Dynamic Advisor Solutions Portfolio holdings

AUM $3.45B
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.33B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,019
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$7.1M
3
+$6.38M
4
ING icon
ING
ING
+$3.73M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$3.63M

Top Sells

1
+$6.51M
2
+$5.95M
3
+$5.71M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$3.5M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.25M

Sector Composition

1 Technology 11.68%
2 Healthcare 4.12%
3 Financials 4.02%
4 Consumer Discretionary 3.44%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$478K 0.01%
25,782
+932
627
$476K 0.01%
12,355
-1,737
628
$473K 0.01%
24,475
-17,495
629
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630
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631
$465K 0.01%
5,004
+342
632
$465K 0.01%
1,651
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633
$464K 0.01%
10,970
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634
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635
$463K 0.01%
12,648
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636
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637
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9,609
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638
$455K 0.01%
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639
$454K 0.01%
4,798
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640
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641
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642
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12,675
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644
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13,504
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645
$446K 0.01%
13,887
+1,230
646
$446K 0.01%
8,428
-343
647
$436K 0.01%
+4,379
648
$435K 0.01%
10,365
+696
649
$433K 0.01%
+1,110
650
$431K 0.01%
6,803
-1,711
24 25
26
27 28