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
876
$229K 0.01%
9,051
-116
877
$228K 0.01%
+3,285
878
$228K 0.01%
15,000
879
$228K 0.01%
35,469
-3,509
880
$227K 0.01%
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-77
881
$227K 0.01%
3,048
+243
882
$226K 0.01%
+2,208
883
$226K 0.01%
2,360
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884
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20,330
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885
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886
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887
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891
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3,618
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895
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896
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897
$216K 0.01%
5,606
-353
898
$216K 0.01%
+5,855
899
$215K 0.01%
18,512
900
$215K 0.01%
+8,812
34 35
36
37 38