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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
3151
$1K ﹤0.01%
9
3152
$1K ﹤0.01%
+77
3153
$1K ﹤0.01%
5
3154
$1K ﹤0.01%
7
3155
$1K ﹤0.01%
62
3156
$1K ﹤0.01%
48
-21
3157
$1K ﹤0.01%
25
3158
$1K ﹤0.01%
158
+150
3159
$1K ﹤0.01%
+150
3160
$1K ﹤0.01%
1,062
-99
3161
$1K ﹤0.01%
31
3162
$1K ﹤0.01%
5,000
3163
$1K ﹤0.01%
3
3164
$1K ﹤0.01%
147
3165
$1K ﹤0.01%
500
3166
$1K ﹤0.01%
230
3167
$1K ﹤0.01%
500
3168
$1K ﹤0.01%
139
3169
$1K ﹤0.01%
19
-467
3170
$1K ﹤0.01%
+22
3171
$1K ﹤0.01%
+20
3172
$1K ﹤0.01%
275
-500
3173
$1K ﹤0.01%
13
3174
$1K ﹤0.01%
46
-134
3175
$1K ﹤0.01%
390
125 126
127
128 129