SWP

Stratos Wealth Partners Portfolio holdings

AUM $8.48B
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,073
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$5.52M
3
+$4.28M
4
MJ icon
Amplify Alternative Harvest ETF
MJ
+$3.98M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.03M

Top Sells

1
+$14.2M
2
+$13.8M
3
+$12.9M
4
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$12M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$9.66M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 6.15%
3 Healthcare 5.24%
4 Financials 4.44%
5 Communication Services 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$267K 0.01%
4,029
+268
827
$267K 0.01%
26,585
828
$266K 0.01%
+3,250
829
$265K 0.01%
4,809
-2,773
830
$264K 0.01%
6,120
+470
831
$264K 0.01%
10,066
+1,962
832
$263K 0.01%
4,062
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833
$263K 0.01%
+3,728
834
$262K 0.01%
6,379
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835
$262K 0.01%
2,288
-32
836
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837
$259K 0.01%
3,672
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838
$259K 0.01%
1,164
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839
$258K 0.01%
6,743
+274
840
$257K 0.01%
+7,872
841
$257K 0.01%
3,138
842
$257K 0.01%
7,491
-342
843
$257K 0.01%
+6,483
844
$256K 0.01%
15,292
-1,099
845
$256K 0.01%
5,279
-126
846
$255K 0.01%
4,761
-216
847
$253K 0.01%
1,511
-58
848
$252K 0.01%
+6,192
849
$251K 0.01%
8,312
+494
850
$251K 0.01%
2,567
+53
32 33
34
35 36