RJFSA

Raymond James Financial Services Advisors Portfolio holdings

AUM $75B
1-Year Est. Return 31.88%
This Quarter Est. Return
1 Year Est. Return
+31.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.7B
AUM Growth
+$3.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,410
New
Increased
Reduced
Closed

Top Sells

1 +$81.9M
2 +$49.5M
3 +$48.4M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$33M
5
AVGO icon
Broadcom
AVGO
+$32M

Sector Composition

1 Technology 12.27%
2 Financials 6.18%
3 Healthcare 5.78%
4 Consumer Discretionary 5.02%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
-2,668
3202
-131,533
3203
-417
3204
-24,507
3205
-10,835
3206
-4,755
3207
-13,847
3208
-31,361
3209
-17,649
3210
-11,182
3211
-7,631
3212
-1,912
3213
-3,282
3214
-23,475
3215
-27,364
3216
-10,089
3217
-649
3218
-13,500
3219
-756
3220
-5,396
3221
-8,671
3222
-22,238
3223
-10,570
3224
-1,376
3225
-27,830