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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
2626
– –
-200
2627
$0 ﹤0.01%
100
2628
– –
-60
2629
$0 ﹤0.01%
66
2630
$0 ﹤0.01%
8
2631
$0 ﹤0.01%
19
-8
2632
$0 ﹤0.01%
5
2633
$0 ﹤0.01%
15
2634
– –
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2635
$0 ﹤0.01%
27
+1
2636
– –
-6
2637
– –
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2638
$0 ﹤0.01%
22
2639
$0 ﹤0.01%
100
2640
– –
-73
2641
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-1
2642
– –
0
2643
– –
-1
2644
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-1,200
2645
– –
-13,572
2646
– –
0
2647
$0 ﹤0.01%
3
2648
$0 ﹤0.01%
31
-1,703
2649
– –
-11
2650
– –
-1
104 105
106
107 108