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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
3051
$2K ﹤0.01%
400
3052
$2K ﹤0.01%
30
3053
$2K ﹤0.01%
+375
3054
$2K ﹤0.01%
100
-100
3055
$2K ﹤0.01%
2,000
-3,200
3056
$2K ﹤0.01%
827
3057
$2K ﹤0.01%
88
3058
$2K ﹤0.01%
100
3059
$2K ﹤0.01%
150
3060
$2K ﹤0.01%
2,250
3061
$2K ﹤0.01%
300
3062
$2K ﹤0.01%
300
-27
3063
$2K ﹤0.01%
237
-10,946
3064
$2K ﹤0.01%
1,000
3065
$2K ﹤0.01%
2
3066
$2K ﹤0.01%
6,000
-600
3067
$1K ﹤0.01%
106
3068
$1K ﹤0.01%
12
-67
3069
$1K ﹤0.01%
100
-1,840
3070
$1K ﹤0.01%
100
3071
$1K ﹤0.01%
550
3072
$1K ﹤0.01%
+25
3073
$1K ﹤0.01%
63
3074
$1K ﹤0.01%
+15
3075
$1K ﹤0.01%
106
121 122
123
124 125