KAS
Kestra Advisory Services Portfolio holdings
AUM
$20.5B
1-Year Return
20.08%
This Quarter Return
+2.39%
1 Year Return
+20.08%
3 Year Return
+68.73%
5 Year Return
+108.99%
10 Year Return
–
AUM
$17.9B
AUM Growth
+$2.96B
(+20%)
Cap. Flow
+$3.03B
Cap. Flow
% of AUM
16.92%
Top 10 Holdings %
Top 10 Hldgs %
18.26%
Holding
2,703
New
253
Increased
1,664
Reduced
632
Closed
97
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
+$69.8M |
| 2 |
Microsoft
MSFT
|
+$65.2M |
| 3 |
Amazon
AMZN
|
+$51.2M |
| 4 |
Vanguard Total Bond Market
BND
|
+$49.1M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$48.1M |
Top Sells
Sector Composition
| 1 | Technology | 11.28% |
| 2 | Financials | 5.79% |
| 3 | Industrials | 5.18% |
| 4 | Healthcare | 4.1% |
| 5 | Consumer Discretionary | 3.87% |
