KAS

Kestra Advisory Services Portfolio holdings

AUM $20.5B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,387
New
Increased
Reduced
Closed

Top Sells

1 +$29.4M
2 +$25.1M
3 +$23M
4
AAPL icon
Apple
AAPL
+$16.8M
5
K icon
Kellanova
K
+$15.6M

Sector Composition

1 Technology 8.44%
2 Industrials 5.69%
3 Financials 5.6%
4 Healthcare 5.47%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
-32,701
2377
-5,501
2378
-430
2379
-83,641
2380
-51,657
2381
-21,016
2382
-6,460
2383
-166,736
2384
-17,138
2385
-1,150
2386
-10,135
2387
-49,177