We are live on ! Find out more
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
2826
$5K ﹤0.01%
501
-3,398
2827
$5K ﹤0.01%
50
-10
2828
$5K ﹤0.01%
58
2829
$5K ﹤0.01%
200
2830
$5K ﹤0.01%
200
2831
$5K ﹤0.01%
51
2832
$5K ﹤0.01%
+309
2833
$5K ﹤0.01%
22
2834
$5K ﹤0.01%
550
2835
$5K ﹤0.01%
+375
2836
$5K ﹤0.01%
132
-129
2837
$5K ﹤0.01%
+130
2838
$5K ﹤0.01%
20
-16
2839
$5K ﹤0.01%
69
2840
$5K ﹤0.01%
262
2841
$5K ﹤0.01%
60
-30
2842
$5K ﹤0.01%
14
2843
$5K ﹤0.01%
400
2844
$5K ﹤0.01%
1,025
2845
$5K ﹤0.01%
300
2846
$5K ﹤0.01%
144
2847
$5K ﹤0.01%
1,000
2848
$5K ﹤0.01%
411
2849
$5K ﹤0.01%
+18
2850
$5K ﹤0.01%
115
112 113
114
115 116