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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
3051
$2K ﹤0.01%
+56
3052
$2K ﹤0.01%
123
3053
$2K ﹤0.01%
+16
3054
$1K ﹤0.01%
10
3055
$1K ﹤0.01%
1,000
-3,000
3056
$1K ﹤0.01%
+374
3057
$1K ﹤0.01%
10
-715
3058
$1K ﹤0.01%
+65
3059
$1K ﹤0.01%
100
3060
$1K ﹤0.01%
4
3061
$1K ﹤0.01%
101
-4
3062
$1K ﹤0.01%
+249
3063
$1K ﹤0.01%
+17
3064
$1K ﹤0.01%
160
3065
$1K ﹤0.01%
1
3066
$1K ﹤0.01%
50
3067
$1K ﹤0.01%
225
+209
3068
$1K ﹤0.01%
+12
3069
$1K ﹤0.01%
+90
3070
$1K ﹤0.01%
9
-261
3071
$1K ﹤0.01%
100
3072
$1K ﹤0.01%
22
3073
$1K ﹤0.01%
19
3074
$1K ﹤0.01%
29
3075
$1K ﹤0.01%
49
121 122
123
124 125