SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
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
+$11M
2
+$10.3M
3
+$9.97M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$9.53M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$9.18M

Top Sells

1
+$19.4M
2
+$10.8M
3
+$8.38M
4
C icon
Citigroup
C
+$8.03M
5
QCOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2951
$3K ﹤0.01%
1,010
2952
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500
2953
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39
2954
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2955
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44
2956
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+100
2957
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+39
2958
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250
-1,300
2959
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2960
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201
+1
2961
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2962
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-15
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2964
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350
2965
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+106
2966
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+300
2967
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142
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2969
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2970
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2971
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311
-396
2972
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146
-530
2973
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55
2974
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+50
2975
$3K ﹤0.01%
69
-74
117 118
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120 121