RJFSA
Raymond James Financial Services Advisors Portfolio holdings
AUM
$75B
1-Year Est. Return
31.88%
1 Year Est. Return
+31.88%
AUM
$70.3B
AUM Growth
+$2.98B
(+4.4%)
Holding
3,553
Top Buys
| 1 | +$118M | |
| 2 | +$107M | |
| 3 | +$99M | |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$95M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$74.1M |
Top Sells
| 1 | +$44.4M | |
| 2 | +$44.1M | |
| 3 | +$38.8M | |
| 4 |
Broadcom
AVGO
|
+$37.5M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$32.4M |
Sector Composition
| 1 | Technology | 13.34% |
| 2 | Financials | 6.36% |
| 3 | Healthcare | 5.15% |
| 4 | Consumer Discretionary | 4.73% |
| 5 | Industrials | 4.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3526
Shattuck Labs
STTK
$196M
| – | – |
-18,242
|
|
||
3527
Stock Yards Bancorp
SYBT
$1.98B
| – | – |
-4,320
|
|