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
3026
$2K ﹤0.01%
3
3027
$2K ﹤0.01%
110
-100
3028
$2K ﹤0.01%
+5
3029
$2K ﹤0.01%
10
3030
$2K ﹤0.01%
+103
3031
$2K ﹤0.01%
100
3032
$2K ﹤0.01%
+5
3033
$2K ﹤0.01%
173
-71
3034
$2K ﹤0.01%
+5,000
3035
$2K ﹤0.01%
476
-2,042
3036
$2K ﹤0.01%
88
3037
$2K ﹤0.01%
1,000
3038
$2K ﹤0.01%
+2,000
3039
$2K ﹤0.01%
90
3040
$2K ﹤0.01%
308
-60
3041
$2K ﹤0.01%
99
+27
3042
$2K ﹤0.01%
43
3043
$2K ﹤0.01%
500
3044
$2K ﹤0.01%
+100
3045
$2K ﹤0.01%
63
3046
$2K ﹤0.01%
100
-1,362
3047
$2K ﹤0.01%
200
+100
3048
$2K ﹤0.01%
200
3049
$2K ﹤0.01%
300
3050
$2K ﹤0.01%
6
120 121
122
123 124