SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$12.8B
1-Year Return
18.62%
This Quarter Return
+9.49%
1 Year Return
+18.62%
3 Year Return
+71.58%
5 Year Return
+120.29%
10 Year Return
–
AUM
$6.58B
AUM Growth
+$761M
(+13%)
Cap. Flow
+$300M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
19.29%
Holding
3,430
New
216
Increased
1,200
Reduced
849
Closed
171
Top Buys
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$11M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$10.3M |
| 3 |
Microsoft
MSFT
|
$9.97M |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$9.53M |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
$9.18M |
Top Sells
Sector Composition
| 1 | Technology | 16.31% |
| 2 | Consumer Discretionary | 7.83% |
| 3 | Financials | 6.96% |
| 4 | Healthcare | 6.67% |
| 5 | Communication Services | 4.88% |
