Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.8B
AUM Growth
+$5.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,781
New
Increased
Reduced
Closed

Top Buys

1
+$426M
2
+$234M
3
+$122M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$117M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$112M

Top Sells

1
+$187M
2
+$97.7M
3
+$97.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$79.6M
5
CMS icon
CMS Energy
CMS
+$72.8M

Sector Composition

1 Technology 15.09%
2 Financials 7.81%
3 Industrials 4.94%
4 Consumer Discretionary 4.88%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTI icon
1276
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.26B
$2.17M ﹤0.01%
97,095
-2,558
DOCT icon
1277
FT Vest US Equity Deep Buffer ETF October
DOCT
$381M
$2.17M ﹤0.01%
50,271
+666
ALLY icon
1278
Ally Financial
ALLY
$13.1B
$2.17M ﹤0.01%
55,277
+1,044
DHS icon
1279
WisdomTree US High Dividend Fund
DHS
$1.3B
$2.15M ﹤0.01%
21,370
+2,389
FAN icon
1280
First Trust Global Wind Energy ETF
FAN
$196M
$2.15M ﹤0.01%
+112,037
IBDU icon
1281
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
$2.15M ﹤0.01%
91,673
-821
RDDT icon
1282
Reddit
RDDT
$44.4B
$2.15M ﹤0.01%
9,338
+3,190
RHLD
1283
Resolute Holdings Management
RHLD
$1.67B
$2.15M ﹤0.01%
29,743
+19,039
B
1284
Barrick Mining
B
$69.3B
$2.13M ﹤0.01%
65,112
+20,655
ITRI icon
1285
Itron
ITRI
$4.39B
$2.13M ﹤0.01%
17,109
+3,562
SKYY icon
1286
First Trust Cloud Computing ETF
SKYY
$3.12B
$2.13M ﹤0.01%
15,844
-2,879
SOFI icon
1287
SoFi Technologies
SOFI
$33.5B
$2.13M ﹤0.01%
80,532
-16,270
FNDX icon
1288
Schwab Fundamental US Large Company Index ETF
FNDX
$21.8B
$2.12M ﹤0.01%
80,797
+2,672
RFEM icon
1289
First Trust RiverFront Dynamic Emerging Markets ETF
RFEM
$51.4M
$2.12M ﹤0.01%
28,011
-316
CLOA icon
1290
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$1.46B
$2.12M ﹤0.01%
40,785
+3,098
NAPR icon
1291
Innovator Growth-100 Power Buffer ETF April
NAPR
$207M
$2.12M ﹤0.01%
40,202
+37
GLOV icon
1292
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.53B
$2.11M ﹤0.01%
37,078
-36,598
DKNG icon
1293
DraftKings
DKNG
$16.9B
$2.11M ﹤0.01%
56,332
-8,269
ILCV icon
1294
iShares Morningstar Value ETF
ILCV
$1.17B
$2.1M ﹤0.01%
23,350
-2,379
IAI icon
1295
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.54B
$2.09M ﹤0.01%
11,841
-208
SKT icon
1296
Tanger
SKT
$3.69B
$2.08M ﹤0.01%
61,533
+54,179
RWK icon
1297
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.05B
$2.08M ﹤0.01%
16,652
-327
OC icon
1298
Owens Corning
OC
$9.34B
$2.08M ﹤0.01%
14,703
+323
VAW icon
1299
Vanguard Materials ETF
VAW
$2.76B
$2.07M ﹤0.01%
10,121
-514
EXR icon
1300
Extra Space Storage
EXR
$27.5B
$2.07M ﹤0.01%
14,686
+724
50 51
52
53 54