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
851
$222K 0.01%
3,805
-55
852
$221K 0.01%
+1,440
853
$221K 0.01%
4,062
-17,032
854
$220K 0.01%
20,301
855
$218K 0.01%
+1,978
856
$217K 0.01%
16,884
-669
857
$217K 0.01%
1,965
-2,423
858
$216K 0.01%
+1,509
859
$216K 0.01%
+1,962
860
$216K 0.01%
+4,874
861
$216K 0.01%
+1,191
862
$215K 0.01%
8,682
863
$213K 0.01%
+2,922
864
$213K 0.01%
7,130
+47
865
$213K 0.01%
3,618
-216
866
$213K 0.01%
+8,692
867
$212K 0.01%
1,892
-473
868
$212K 0.01%
12,722
+153
869
$212K 0.01%
3,707
+51
870
$210K 0.01%
+513
871
$209K 0.01%
10,199
+109
872
$208K 0.01%
5,213
-28,762
873
$207K 0.01%
+3,841
874
$207K 0.01%
10,025
875
$207K 0.01%
138
-23
33 34
35
36 37