RJFSA

Raymond James Financial Services Advisors Portfolio holdings

AUM $75B
1-Year Est. Return 31.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$35B
AUM Growth
+$3.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,986
New
Increased
Reduced
Closed

Top Buys

1 +$74.1M
2 +$70.9M
3 +$70M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$57.1M
5
ARKK icon
ARK Innovation ETF
ARKK
+$39.7M

Top Sells

1 +$113M
2 +$46M
3 +$44.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$38M
5
AAPL icon
Apple
AAPL
+$28M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.29%
3 Consumer Discretionary 6.01%
4 Financials 5.83%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
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2927
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2929
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2930
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2932
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2933
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2934
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2936
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2940
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2941
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2942
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2943
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2944
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2945
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2946
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2947
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2948
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2949
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2950
-10,885