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
$1.51B
AUM Growth
-$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Sells

1 +$65.8M
2 +$55.6M
3 +$41.4M
4
EPD icon
Enterprise Products Partners
EPD
+$34.1M
5
XOM icon
Exxon Mobil
XOM
+$32.9M

Sector Composition

1 Financials 5.97%
2 Energy 4.52%
3 Healthcare 4.51%
4 Industrials 4.03%
5 Technology 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
-14,054
927
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928
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929
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930
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931
-63,119
932
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933
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934
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935
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936
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937
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938
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939
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940
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941
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942
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943
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944
-25,740
945
-40,609
946
-48,752
947
-12,564
948
-115,999
949
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950
-171,781