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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
3176
$1K ﹤0.01%
114
-26
3177
$1K ﹤0.01%
400
3178
$1K ﹤0.01%
509
+57
3179
$1K ﹤0.01%
1,205
-9,065
3180
$1K ﹤0.01%
340
3181
$1K ﹤0.01%
8,775
3182
$1K ﹤0.01%
17
-78
3183
$1K ﹤0.01%
20
3184
$1K ﹤0.01%
176
-200
3185
$1K ﹤0.01%
89
-1,726
3186
$1K ﹤0.01%
+4
3187
$1K ﹤0.01%
100
3188
$1K ﹤0.01%
10
3189
$1K ﹤0.01%
40
-50
3190
$1K ﹤0.01%
+45
3191
$1K ﹤0.01%
100
3192
$1K ﹤0.01%
+1
3193
$1K ﹤0.01%
608
-3,047
3194
$1K ﹤0.01%
+10
3195
$1K ﹤0.01%
72
3196
$1K ﹤0.01%
+34
3197
$1K ﹤0.01%
100
3198
$1K ﹤0.01%
500
3199
$1K ﹤0.01%
+31
3200
$1K ﹤0.01%
+66
126 127
128
129 130