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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.58B
AUM Growth
+$761M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,430
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.2M
3
+$9.61M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$9.54M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$9.17M

Top Sells

1
+$19.5M
2
+$10.2M
3
+$8.85M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$8.4M
5
BMY icon
Bristol-Myers Squibb
BMY
+$5.97M

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 7.83%
3 Financials 6.97%
4 Healthcare 6.68%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$7K ﹤0.01%
1,007
+18
2727
$7K ﹤0.01%
210
-1,400
2728
$7K ﹤0.01%
729
-477
2729
$7K ﹤0.01%
173
+2
2730
$7K ﹤0.01%
735
2731
$7K ﹤0.01%
141
2732
$7K ﹤0.01%
300
2733
$7K ﹤0.01%
200
2734
$7K ﹤0.01%
109
2735
$7K ﹤0.01%
+540
2736
$7K ﹤0.01%
120
2737
$7K ﹤0.01%
1,423
2738
$7K ﹤0.01%
20
2739
$7K ﹤0.01%
500
-500
2740
$7K ﹤0.01%
200
2741
$7K ﹤0.01%
115
+25
2742
$7K ﹤0.01%
166
+125
2743
$7K ﹤0.01%
224
2744
$7K ﹤0.01%
+500
2745
$7K ﹤0.01%
308
2746
$7K ﹤0.01%
2
2747
$7K ﹤0.01%
1,000
2748
$7K ﹤0.01%
2,913
2749
$7K ﹤0.01%
+750
2750
$6K ﹤0.01%
148
108 109
110
111 112