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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
2801
– –
-12
2802
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-166
2803
– –
-16
2804
– –
-12
2805
$0 ﹤0.01%
600
2806
$0 ﹤0.01%
10
-2,705
2807
$0 ﹤0.01%
9
2808
$0 ﹤0.01%
28
2809
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2810
$0 ﹤0.01%
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2811
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2812
$0 ﹤0.01%
54
-800
2813
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2814
$0 ﹤0.01%
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2815
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2816
$0 ﹤0.01%
388
2817
$0 ﹤0.01%
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2818
$0 ﹤0.01%
10
2819
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2820
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2821
$0 ﹤0.01%
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2822
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2823
$0 ﹤0.01%
285
-1,018
2824
– –
-48
2825
– –
-19
110 111 112
113
114