SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$23.2M
3
+$18.7M
4
UBER icon
Uber
UBER
+$17.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$16.7M

Top Sells

1
+$25.8M
2
+$21.1M
3
+$16.5M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$16.3M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$15.9M

Sector Composition

1 Technology 17.47%
2 Financials 7.73%
3 Consumer Discretionary 5.7%
4 Communication Services 5.18%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$21.3K ﹤0.01%
609
+398
2877
$21.3K ﹤0.01%
2,761
+88
2878
$21.3K ﹤0.01%
525
2879
$21.3K ﹤0.01%
380
2880
$21.3K ﹤0.01%
1,002
2881
$21.2K ﹤0.01%
452
+52
2882
$21.2K ﹤0.01%
766
-100
2883
$21.2K ﹤0.01%
213
2884
$21.2K ﹤0.01%
+1,187
2885
$21.1K ﹤0.01%
6,100
2886
$21.1K ﹤0.01%
+1,096
2887
$21K ﹤0.01%
870
2888
$20.9K ﹤0.01%
260
2889
$20.8K ﹤0.01%
+1,242
2890
$20.8K ﹤0.01%
1,050
2891
$20.7K ﹤0.01%
90
2892
$20.7K ﹤0.01%
421
2893
$20.7K ﹤0.01%
670
+89
2894
$20.6K ﹤0.01%
+315
2895
$20.6K ﹤0.01%
+1,270
2896
$20.5K ﹤0.01%
523
2897
$20.5K ﹤0.01%
2,301
2898
$20.4K ﹤0.01%
427
2899
$20.4K ﹤0.01%
310
2900
$20.3K ﹤0.01%
530
+202
114 115
116
117 118