KAS
Kestra Advisory Services Portfolio holdings
AUM
$20.5B
This Quarter Return
+13.15%
1 Year Return
+20.08%
3 Year Return
+68.73%
5 Year Return
+108.99%
10 Year Return
–
AUM
$8.63B
AUM Growth
+$8.63B
(+61%)
Cap. Flow
+$3.01B
Cap. Flow
% of AUM
34.86%
Top 10 Holdings %
Top 10 Hldgs %
18.38%
Holding
1,902
New
498
Increased
1,209
Reduced
127
Closed
56
Top Buys
| 1 |
Apple
AAPL
|
$97.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$76M |
| 3 |
Amazon
AMZN
|
$65.8M |
| 4 |
Microsoft
MSFT
|
$62.9M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$54.8M |
Top Sells
Sector Composition
| 1 | Technology | 10.22% |
| 2 | Consumer Discretionary | 5.35% |
| 3 | Financials | 5.13% |
| 4 | Healthcare | 4.76% |
| 5 | Communication Services | 4.03% |
