SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$19.6B
1-Year Est. Return
22.93%
This Fund
S&P 500
1 Year Est. Return
+22.93%
AUM
$18.2B
AUM Growth
+$789M
(+4.5%)
Holding
4,511
Top Buys
| 1 | +$90.3M | |
| 2 | +$69.5M | |
| 3 | +$45.8M | |
| 4 |
Microsoft
MSFT
|
+$41M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$31.4M |
Top Sells
| 1 | +$63M | |
| 2 | +$27.8M | |
| 3 | +$27.2M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$25.1M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$18.1M |
Sector Composition
| 1 | Technology | 15.62% |
| 2 | Communication Services | 7.24% |
| 3 | Financials | 6.77% |
| 4 | Consumer Discretionary | 5.28% |
| 5 | Healthcare | 4.27% |
