SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$17.4B
1-Year Est. Return
20.71%
1 Year Est. Return
+20.71%
AUM
$6.58B
AUM Growth
+$761M
(+13%)
Holding
3,430
Top Buys
| 1 | +$11M | |
| 2 | +$10.3M | |
| 3 | +$9.97M | |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$9.53M |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
+$9.18M |
Top Sells
| 1 | +$19.4M | |
| 2 | +$10.8M | |
| 3 | +$8.38M | |
| 4 |
Citigroup
C
|
+$8.03M |
| 5 |
Qualcomm
QCOM
|
+$6.38M |
Sector Composition
| 1 | Technology | 16.3% |
| 2 | Consumer Discretionary | 7.83% |
| 3 | Financials | 6.96% |
| 4 | Healthcare | 6.68% |
| 5 | Communication Services | 4.88% |