SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$18.2B
1-Year Est. Return
20.85%
This Fund
S&P 500
1 Year Est. Return
+20.85%
AUM
$12.8B
AUM Growth
+$1.49B
(+13%)
Holding
4,306
Top Buys
| 1 | +$29.2M | |
| 2 | +$23.2M | |
| 3 | +$18.7M | |
| 4 |
Uber
UBER
|
+$17.4M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$16.7M |
Top Sells
| 1 | +$25.8M | |
| 2 | +$21.1M | |
| 3 | +$16.5M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$16.3M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$15.9M |
Sector Composition
| 1 | Technology | 17.47% |
| 2 | Financials | 7.73% |
| 3 | Consumer Discretionary | 5.7% |
| 4 | Communication Services | 5.18% |
| 5 | Industrials | 4.57% |