SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
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
+$11M
2
+$10.3M
3
+$9.97M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$9.53M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$9.18M

Top Sells

1
+$19.4M
2
+$10.8M
3
+$8.38M
4
C icon
Citigroup
C
+$8.03M
5
QCOM icon
Qualcomm
QCOM
+$6.38M

Sector Composition

1 Technology 16.3%
2 Consumer Discretionary 7.83%
3 Financials 6.96%
4 Healthcare 6.68%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$53K ﹤0.01%
603
1877
$53K ﹤0.01%
895
+180
1878
$53K ﹤0.01%
790
1879
$53K ﹤0.01%
2,380
1880
$53K ﹤0.01%
2,969
-100
1881
$53K ﹤0.01%
1,962
1882
$52K ﹤0.01%
674
-40
1883
$52K ﹤0.01%
764
1884
$52K ﹤0.01%
1,617
+217
1885
$52K ﹤0.01%
3,800
-258
1886
$52K ﹤0.01%
3,240
1887
$52K ﹤0.01%
432
+7
1888
$52K ﹤0.01%
916
+79
1889
$52K ﹤0.01%
10,810
1890
$52K ﹤0.01%
650
+25
1891
$51K ﹤0.01%
295
1892
$51K ﹤0.01%
576
1893
$51K ﹤0.01%
686
1894
$51K ﹤0.01%
2,010
-5
1895
$51K ﹤0.01%
1,002
+7
1896
$51K ﹤0.01%
295
-8
1897
$51K ﹤0.01%
482
-290
1898
$51K ﹤0.01%
1,940
+600
1899
$51K ﹤0.01%
192
-3
1900
$51K ﹤0.01%
1,987
74 75
76
77 78