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
801
$263K 0.01%
1,175
+22
802
$262K 0.01%
1,166
+154
803
$261K 0.01%
103,682
+7,070
804
$261K 0.01%
2,111
-247
805
$261K 0.01%
1,947
-365
806
$260K 0.01%
+3,568
807
$259K 0.01%
+6,255
808
$259K 0.01%
3,087
-443
809
$258K 0.01%
32,875
-896
810
$258K 0.01%
3,966
-111
811
$258K 0.01%
8,693
-375
812
$257K 0.01%
2,621
-4,929
813
$257K 0.01%
14,777
-1,440
814
$256K 0.01%
5,080
+827
815
$254K 0.01%
1,867
-113
816
$252K 0.01%
8,506
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817
$251K 0.01%
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818
$251K 0.01%
5,491
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819
$251K 0.01%
8,073
-342
820
$248K 0.01%
+5,232
821
$247K 0.01%
+2,710
822
$247K 0.01%
+6,828
823
$247K 0.01%
5,465
-84
824
$245K 0.01%
4,015
+42
825
$242K 0.01%
11,532
-1,738
31 32
33
34 35