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
3301
-16,218
3302
-8,712
3303
-11,303
3304
-38,971
3305
-24,243
3306
-22,905
3307
-12,299
3308
-176,633
3309
-1,910
3310
-36,866
3311
-5,032
3312
-8,744
3313
-1,288
3314
-5,783
3315
-1,432
3316
-11,175
3317
-9,434
3318
-14,477
3319
-8,416
3320
-12,623
3321
-18,383
3322
-5,515
3323
-15,716
3324
-1,629
3325
-13,262