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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
1 Year Est. Return
+22.93%
AUM
$2.36B
AUM Growth
+$306M
(+15%)
Holding
852
Top Buys
| 1 | +$20M | |
| 2 | +$11.3M | |
| 3 | +$10.1M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$9.67M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$6.06M |
Top Sells
| 1 | +$20.1M | |
| 2 | +$6.64M | |
| 3 | +$6.24M | |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$5.77M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
+$4.95M |
Sector Composition
| 1 | Technology | 10.19% |
| 2 | Consumer Discretionary | 7.61% |
| 3 | Financials | 7.05% |
| 4 | Healthcare | 7.01% |
| 5 | Consumer Staples | 5.47% |