RJFSA
Raymond James Financial Services Advisors Portfolio holdings
AUM
$75B
This Quarter Return
+9.47%
1 Year Return
+31.88%
3 Year Return
+38.15%
5 Year Return
+106.55%
10 Year Return
+217.68%
AUM
$67.3B
AUM Growth
+$67.3B
(+9.4%)
Cap. Flow
+$1.58B
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
16.93%
Holding
3,531
New
256
Increased
1,562
Reduced
1,457
Closed
153
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$358M |
| 2 |
Walmart
WMT
|
$306M |
| 3 |
DexCom
DXCM
|
$59.1M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$51.3M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$48.8M |
Top Sells
Sector Composition
| 1 | Technology | 12.47% |
| 2 | Financials | 6.79% |
| 3 | Healthcare | 5.52% |
| 4 | Consumer Discretionary | 5.04% |
| 5 | Industrials | 4.8% |
