SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$12.8B
1-Year Return
18.62%
This Quarter Return
+6.5%
1 Year Return
+18.62%
3 Year Return
+71.58%
5 Year Return
+120.29%
10 Year Return
–
AUM
$6.67B
AUM Growth
+$419M
(+6.7%)
Cap. Flow
+$92.9M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
19.73%
Holding
3,438
New
130
Increased
944
Reduced
1,072
Closed
117
Top Buys
| 1 |
NVIDIA
NVDA
|
$17.8M |
| 2 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$14.5M |
| 3 |
FT Vest US Equity Moderate Buffer ETF June
GJUN
|
$12.6M |
| 4 |
Tesla
TSLA
|
$11.2M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$9.23M |
Top Sells
| 1 |
ConocoPhillips
COP
|
$18M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$8.78M |
| 3 |
EVRI
Everi Holdings
EVRI
|
$8.18M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$8.03M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$7.32M |
Sector Composition
| 1 | Technology | 14.91% |
| 2 | Healthcare | 6.47% |
| 3 | Consumer Discretionary | 6.38% |
| 4 | Financials | 6.13% |
| 5 | Industrials | 4.55% |
