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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
$5.46B
AUM Growth
-$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,491
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$10.3M
3
+$9.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.71M
5
NOG icon
Northern Oil and Gas
NOG
+$7.39M

Top Sells

1
+$18.7M
2
+$17.8M
3
+$14.9M
4
AVGO icon
Broadcom
AVGO
+$12.9M
5
SBNY
Signature Bank
SBNY
+$11.6M

Sector Composition

1 Technology 13.37%
2 Healthcare 7.35%
3 Financials 6.74%
4 Consumer Discretionary 6.31%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$6K ﹤0.01%
193
2727
$6K ﹤0.01%
200
2728
$6K ﹤0.01%
193
-527
2729
$6K ﹤0.01%
+187
2730
$6K ﹤0.01%
91
2731
$6K ﹤0.01%
66
2732
$6K ﹤0.01%
96
+1
2733
$6K ﹤0.01%
254
2734
$6K ﹤0.01%
200
-244
2735
$5K ﹤0.01%
71
-441
2736
$5K ﹤0.01%
148
2737
$5K ﹤0.01%
60
2738
$5K ﹤0.01%
+417
2739
$5K ﹤0.01%
529
2740
$5K ﹤0.01%
46
2741
$5K ﹤0.01%
141
-3,720
2742
$5K ﹤0.01%
159
2743
$5K ﹤0.01%
300
2744
$5K ﹤0.01%
1,126
-26,523
2745
$5K ﹤0.01%
68
-249
2746
$5K ﹤0.01%
1,010
2747
$5K ﹤0.01%
143
-460
2748
$5K ﹤0.01%
2,000
2749
$5K ﹤0.01%
250
2750
$5K ﹤0.01%
+400
108 109
110
111 112