SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$17.4B
1-Year Est. Return
20.71%
1 Year Est. Return
+20.71%
AUM
$2.1B
AUM Growth
+$421M
(+25%)
Holding
2,840
Top Buys
| 1 | +$21.6M | |
| 2 | +$17.7M | |
| 3 | +$15.3M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$14.3M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$9.17M |
Top Sells
| 1 | +$10.9M | |
| 2 | +$8.6M | |
| 3 | +$5.65M | |
| 4 |
AT&T
T
|
+$4.1M |
| 5 |
Vanguard Health Care ETF
VHT
|
+$3.54M |
Sector Composition
| 1 | Technology | 11.48% |
| 2 | Financials | 8.06% |
| 3 | Consumer Discretionary | 7.75% |
| 4 | Healthcare | 7.15% |
| 5 | Communication Services | 5.71% |