KAS
Kestra Advisory Services Portfolio holdings
AUM
$20.5B
1-Year Return
20.08%
This Quarter Return
+6.34%
1 Year Return
+20.08%
3 Year Return
+68.73%
5 Year Return
+108.99%
10 Year Return
–
AUM
$9.99B
AUM Growth
+$763M
(+8.3%)
Cap. Flow
+$259M
Cap. Flow
% of AUM
2.59%
Top 10 Holdings %
Top 10 Hldgs %
18.85%
Holding
2,227
New
182
Increased
1,010
Reduced
848
Closed
126
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$31.8M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$23.1M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$23M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$19.5M |
| 5 |
First Trust Dow 30 Equal Weight ETF
EDOW
|
+$16.7M |
Top Sells
Sector Composition
| 1 | Technology | 10.9% |
| 2 | Industrials | 6.43% |
| 3 | Financials | 5.58% |
| 4 | Healthcare | 4.68% |
| 5 | Consumer Discretionary | 4.29% |
