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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
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.73B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.27M
3
+$6.94M
4
NFLX icon
Netflix
NFLX
+$6.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.56M

Top Sells

1
+$37.2M
2
+$14.7M
3
+$13.9M
4
UNH icon
UnitedHealth
UNH
+$10.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.78M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.92%
3 Consumer Discretionary 6.67%
4 Financials 6.03%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
– –
-35
2577
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2
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2578
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2579
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-62
2580
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2581
$0 ﹤0.01%
37
-109
2582
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2583
$0 ﹤0.01%
410
2584
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2585
$0 ﹤0.01%
27
-101
2586
– –
-1
2587
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-60
2588
– –
-745
2589
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2590
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2591
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2592
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2593
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2594
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$0 ﹤0.01%
269
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2596
$0 ﹤0.01%
3
2597
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2598
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-3,700
2599
$0 ﹤0.01%
156
2600
$0 ﹤0.01%
250
-18,956
102 103
104
105 106