KAS

Kestra Advisory Services Portfolio holdings

AUM $24.2B
1-Year Est. Return 23.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.22B
AUM Growth
-$2.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,354
New
Increased
Reduced
Closed

Top Sells

1 +$98.6M
2 +$52.4M
3 +$52.3M
4
AAPL icon
Apple
AAPL
+$47.3M
5
VTV icon
Vanguard Value ETF
VTV
+$46.8M

Sector Composition

1 Technology 9.72%
2 Industrials 6.26%
3 Financials 5.07%
4 Healthcare 4.63%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
-1,601
2352
-24,793
2353
-15,519