| Dynamic Advisor Solutions LLC |
| CRD # | 151367 |
| SEC # | 801-72203 |
| CIK # | 0001599747 |
| AUM | $1.5 BB |
| Employees | 74 |
| Phone | 877-257-3840 |
| Address | 2415 East Camelback Road Suite 700
Phoenix, AZ 85016 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
FDL |
|
9.3 |
|
HDV |
|
7.2 |
|
IVV |
|
6.0 |
|
ABBV |
115,170.0 |
4.8 |
|
CVX |
234,890.0 |
4.4 |
|
LVS |
46,620.0 |
4.4 |
|
VTI |
|
4.3 |
|
VZ |
237,920.0 |
4.2 |
|
VOO |
|
4.2 |
|
HST |
14,390.0 |
4.1 |
|
View All
|
[{"dt": "2014-02-12", "sector": "Basic Industries", "value": 0.003091}, {"dt": "2014-02-12", "sector": "Capital Goods", "value": 0.003189}, {"dt": "2014-02-12", "sector": "Consumer Durables", "value": 0.00028}, {"dt": "2014-02-12", "sector": "Consumer Non-Durables", "value": 0.005856}, {"dt": "2014-02-12", "sector": "Consumer Services", "value": 0.010197}, {"dt": "2014-02-12", "sector": "Energy", "value": 0.011501}, {"dt": "2014-02-12", "sector": "Exchange-Traded Fund", "value": 0.031912}, {"dt": "2014-02-12", "sector": "Finance", "value": 0.003671}, {"dt": "2014-02-12", "sector": "Health Care", "value": 0.009728}, {"dt": "2014-02-12", "sector": "Miscellaneous", "value": 0.001741}, {"dt": "2014-02-12", "sector": "n/a", "value": 0}, {"dt": "2014-02-12", "sector": "Public Utilities", "value": 0.009208}, {"dt": "2014-02-12", "sector": "Technology", "value": 0.007393}, {"dt": "2014-02-12", "sector": "Transportation", "value": 0.002036}, {"dt": "2015-02-02", "sector": "Basic Industries", "value": 0.001664}, {"dt": "2015-02-02", "sector": "Capital Goods", "value": 0.001886}, {"dt": "2015-02-02", "sector": "Consumer Durables", "value": 0.00027}, {"dt": "2015-02-02", "sector": "Consumer Non-Durables", "value": 0.010303}, {"dt": "2015-02-02", "sector": "Consumer Services", "value": 0.024478}, {"dt": "2015-02-02", "sector": "Energy", "value": 0.008244}, {"dt": "2015-02-02", "sector": "Exchange-Traded Fund", "value": 0.044981}, {"dt": "2015-02-02", "sector": "Finance", "value": 0.002753}, {"dt": "2015-02-02", "sector": "Health Care", "value": 0.010554}, {"dt": "2015-02-02", "sector": "Miscellaneous", "value": 0.002714}, {"dt": "2015-02-02", "sector": "n/a", "value": 0}, {"dt": "2015-02-02", "sector": "Public Utilities", "value": 0.017164}, {"dt": "2015-02-02", "sector": "Technology", "value": 0.007254}, {"dt": "2015-02-02", "sector": "Transportation", "value": 0.003119}, {"dt": "2016-01-20", "sector": "Basic Industries", "value": 0.005482}, {"dt": "2016-01-20", "sector": "Capital Goods", "value": 0.008295}, {"dt": "2016-01-20", "sector": "Consumer Durables", "value": 0}, {"dt": "2016-01-20", "sector": "Consumer Non-Durables", "value": 0.013925}, {"dt": "2016-01-20", "sector": "Consumer Services", "value": 0.031414}, {"dt": "2016-01-20", "sector": "Energy", "value": 0.014795}, {"dt": "2016-01-20", "sector": "Exchange-Traded Fund", "value": 0.045797}, {"dt": "2016-01-20", "sector": "Finance", "value": 0.003797}, {"dt": "2016-01-20", "sector": "Health Care", "value": 0.016512}, {"dt": "2016-01-20", "sector": "Miscellaneous", "value": 0.005153}, {"dt": "2016-01-20", "sector": "n/a", "value": 0}, {"dt": "2016-01-20", "sector": "Public Utilities", "value": 0.028217}, {"dt": "2016-01-20", "sector": "Technology", "value": 0.014779}, {"dt": "2016-01-20", "sector": "Transportation", "value": 0.004428}, {"dt": "2017-01-19", "sector": "Basic Industries", "value": 0.008914}, {"dt": "2017-01-19", "sector": "Capital Goods", "value": 0.011709}, {"dt": "2017-01-19", "sector": "Consumer Durables", "value": 0.000433}, {"dt": "2017-01-19", "sector": "Consumer Non-Durables", "value": 0.010376}, {"dt": "2017-01-19", "sector": "Consumer Services", "value": 0.023715}, {"dt": "2017-01-19", "sector": "Energy", "value": 0.021239}, {"dt": "2017-01-19", "sector": "Exchange-Traded Fund", "value": 0.071179}, {"dt": "2017-01-19", "sector": "Finance", "value": 0.012536}, {"dt": "2017-01-19", "sector": "Health Care", "value": 0.013167}, {"dt": "2017-01-19", "sector": "Miscellaneous", "value": 0.004376}, {"dt": "2017-01-19", "sector": "n/a", "value": 0}, {"dt": "2017-01-19", "sector": "Public Utilities", "value": 0.028322}, {"dt": "2017-01-19", "sector": "Technology", "value": 0.01728}, {"dt": "2017-01-19", "sector": "Transportation", "value": 0.003532}, {"dt": "2018-02-09", "sector": "Basic Industries", "value": 0.011126}, {"dt": "2018-02-09", "sector": "Capital Goods", "value": 0.014971}, {"dt": "2018-02-09", "sector": "Consumer Durables", "value": 0.000423}, {"dt": "2018-02-09", "sector": "Consumer Non-Durables", "value": 0.010083}, {"dt": "2018-02-09", "sector": "Consumer Services", "value": 0.032692}, {"dt": "2018-02-09", "sector": "Energy", "value": 0.013204}, {"dt": "2018-02-09", "sector": "Exchange-Traded Fund", "value": 0.114148}, {"dt": "2018-02-09", "sector": "Finance", "value": 0.008897}, {"dt": "2018-02-09", "sector": "Health Care", "value": 0.02025}, {"dt": "2018-02-09", "sector": "Miscellaneous", "value": 0.005884}, {"dt": "2018-02-09", "sector": "n/a", "value": 0.00233}, {"dt": "2018-02-09", "sector": "Public Utilities", "value": 0.019851}, {"dt": "2018-02-09", "sector": "Technology", "value": 0.027379}, {"dt": "2018-02-09", "sector": "Transportation", "value": 0.005112}]
[{"x": "2011", "y": 0.050676231}, {"x": "2012", "y": 0.178909752}, {"x": "2013", "y": 0.292882295}, {"x": "2014", "y": 0.477322915}, {"x": "2015", "y": 0.546488566}, {"x": "2016", "y": 0.537669183}, {"x": "2017", "y": 0.675715276}, {"x": "2018", "y": 1.232127866}, {"x": "2019", "y": 1.451242875}]