KAS
Kestra Advisory Services Portfolio holdings
AUM
$20.5B
1-Year Return
20.08%
This Quarter Return
-3.32%
1 Year Return
+20.08%
3 Year Return
+68.73%
5 Year Return
+108.99%
10 Year Return
–
AUM
$9.6B
AUM Growth
-$278M
(-2.8%)
Cap. Flow
+$172M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
18.08%
Holding
2,166
New
162
Increased
953
Reduced
828
Closed
169
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$39.2M |
| 2 |
First Trust Low Duration Strategic Focus ETF
LDSF
|
+$26.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$16.2M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$13.7M |
| 5 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$13M |
Top Sells
Sector Composition
| 1 | Technology | 10.9% |
| 2 | Financials | 5.7% |
| 3 | Healthcare | 4.78% |
| 4 | Consumer Discretionary | 4.75% |
| 5 | Communication Services | 3.23% |
