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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
2851
$5K ﹤0.01%
110
2852
$5K ﹤0.01%
+210
2853
$5K ﹤0.01%
3,066
+2,917
2854
$5K ﹤0.01%
149
2855
$5K ﹤0.01%
+200
2856
$4K ﹤0.01%
78
2857
$4K ﹤0.01%
37
2858
$4K ﹤0.01%
400
2859
$4K ﹤0.01%
400
-500
2860
$4K ﹤0.01%
54
2861
$4K ﹤0.01%
34
+1
2862
$4K ﹤0.01%
1,000
-2,350
2863
$4K ﹤0.01%
95
2864
$4K ﹤0.01%
+20
2865
$4K ﹤0.01%
31
2866
$4K ﹤0.01%
34
2867
$4K ﹤0.01%
78
2868
$4K ﹤0.01%
100
2869
$4K ﹤0.01%
150
2870
$4K ﹤0.01%
100
2871
$4K ﹤0.01%
102
2872
$4K ﹤0.01%
+250
2873
$4K ﹤0.01%
97
+6
2874
$4K ﹤0.01%
82
-4,210
2875
$4K ﹤0.01%
+23
113 114
115
116 117