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
751
$296K 0.01%
3,276
-953
752
$295K 0.01%
7,179
+139
753
$294K 0.01%
8,786
-320
754
$293K 0.01%
2,765
-189
755
$293K 0.01%
+10,885
756
$293K 0.01%
+2,041
757
$292K 0.01%
543
+112
758
$292K 0.01%
5,729
759
$290K 0.01%
+11,664
760
$290K 0.01%
1,982
-131
761
$289K 0.01%
4,889
+92
762
$289K 0.01%
+20,758
763
$289K 0.01%
+12,053
764
$289K 0.01%
+10,776
765
$288K 0.01%
+10,833
766
$287K 0.01%
+5,733
767
$286K 0.01%
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768
$286K 0.01%
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769
$285K 0.01%
18,856
-2,049
770
$284K 0.01%
2,182
-44
771
$283K 0.01%
2,955
-162
772
$283K 0.01%
8,669
+2,171
773
$282K 0.01%
8,909
-1,700
774
$282K 0.01%
7,572
-380
775
$281K 0.01%
9,944
-60
29 30
31
32 33