KFI

Key Financial Inc Portfolio holdings

AUM $541M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$541M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,500
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.52M
3
+$1.12M
4
MRBK icon
Meridian
MRBK
+$917K
5
DNL icon
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
+$821K

Top Sells

1
+$662K
2
+$469K
3
+$399K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$352K
5
AAPL icon
Apple
AAPL
+$350K

Sector Composition

1 Technology 14.22%
2 Financials 5.06%
3 Healthcare 4.81%
4 Consumer Discretionary 3.02%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
576
ASML
ASML
$418B
$38.1K 0.01%
38
RZG icon
577
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$107M
$37.3K 0.01%
687
VLY icon
578
Valley National Bancorp
VLY
$6.64B
$37K 0.01%
3,494
EWY icon
579
iShares MSCI South Korea ETF
EWY
$7.19B
$36.9K 0.01%
451
KTB icon
580
Kontoor Brands
KTB
$3.68B
$36.5K 0.01%
445
-5
SCHG icon
581
Schwab US Large-Cap Growth ETF
SCHG
$52.1B
$36.5K 0.01%
1,137
-96
SMDV icon
582
ProShares Russell 2000 Dividend Growers ETF
SMDV
$643M
$36.4K 0.01%
549
FNX icon
583
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.18B
$36.4K 0.01%
289
CFA icon
584
VictoryShares US 500 Volatility Wtd ETF
CFA
$524M
$36.4K 0.01%
400
HROW icon
585
Harrow
HROW
$1.65B
$36.3K 0.01%
750
IBB icon
586
iShares Biotechnology ETF
IBB
$8.62B
$36.2K 0.01%
244
-28
RDN icon
587
Radian Group
RDN
$4.91B
$35.6K 0.01%
1,000
FNDX icon
588
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$35.6K 0.01%
1,346
CAH icon
589
Cardinal Health
CAH
$47B
$35.4K 0.01%
224
-69
SDVY icon
590
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.56B
$35.1K 0.01%
924
JNK icon
591
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.61B
$34.4K 0.01%
352
CME icon
592
CME Group
CME
$98.5B
$34.3K 0.01%
129
+2
AIG icon
593
American International
AIG
$45.7B
$33.9K 0.01%
426
INGR icon
594
Ingredion
INGR
$7.12B
$33.5K 0.01%
275
SJM icon
595
J.M. Smucker
SJM
$10.6B
$33.4K 0.01%
308
GWW icon
596
W.W. Grainger
GWW
$48.7B
$33K 0.01%
35
MU icon
597
Micron Technology
MU
$263B
$33K 0.01%
181
+9
IGM icon
598
iShares Expanded Tech Sector ETF
IGM
$8.77B
$32.7K 0.01%
258
TM icon
599
Toyota
TM
$280B
$32.6K 0.01%
170
PIM
600
Putnam Master Intermediate Income Trust
PIM
$155M
$32.5K 0.01%
9,500
22 23
24
25 26