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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
2876
$4K ﹤0.01%
122
+34
2877
$4K ﹤0.01%
100
2878
$4K ﹤0.01%
80
2879
$4K ﹤0.01%
212
2880
$4K ﹤0.01%
65
2881
$4K ﹤0.01%
38
2882
$4K ﹤0.01%
31
-100
2883
$4K ﹤0.01%
100
2884
$4K ﹤0.01%
180
2885
$4K ﹤0.01%
+250
2886
$4K ﹤0.01%
180
2887
$4K ﹤0.01%
100
2888
$4K ﹤0.01%
65
2889
$4K ﹤0.01%
+2,000
2890
$4K ﹤0.01%
+176
2891
$4K ﹤0.01%
+300
2892
$4K ﹤0.01%
50
-50
2893
$4K ﹤0.01%
50
2894
$4K ﹤0.01%
76
-1,057
2895
$4K ﹤0.01%
74
-31
2896
$4K ﹤0.01%
261
-1,579
2897
$4K ﹤0.01%
36
2898
$4K ﹤0.01%
510
2899
$4K ﹤0.01%
70
-61
2900
$4K ﹤0.01%
+200
114 115
116
117 118