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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
$6.46B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,473
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$15.5M
3
+$15.1M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$13.7M
5
SBNY
Signature Bank
SBNY
+$9.59M

Top Sells

1
+$10.9M
2
+$10.7M
3
+$9.37M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$8.73M
5
LRCX icon
Lam Research
LRCX
+$8.68M

Sector Composition

1 Technology 14.86%
2 Financials 7.19%
3 Consumer Discretionary 6.89%
4 Healthcare 6.58%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$1K ﹤0.01%
30
3202
$1K ﹤0.01%
100
-5
3203
$1K ﹤0.01%
100
3204
$1K ﹤0.01%
167
-250
3205
$1K ﹤0.01%
29
3206
$1K ﹤0.01%
87
3207
$1K ﹤0.01%
63
3208
$1K ﹤0.01%
+20
3209
$1K ﹤0.01%
21
-21
3210
$1K ﹤0.01%
61
3211
$1K ﹤0.01%
34
3212
$1K ﹤0.01%
24
3213
$1K ﹤0.01%
+8
3214
$1K ﹤0.01%
155
+3
3215
$1K ﹤0.01%
60
-50
3216
$1K ﹤0.01%
5
3217
$1K ﹤0.01%
7
-3
3218
$1K ﹤0.01%
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3219
$1K ﹤0.01%
12
3220
$1K ﹤0.01%
25
3221
$1K ﹤0.01%
4
-1
3222
$1K ﹤0.01%
5,000
3223
$1K ﹤0.01%
17
3224
$1K ﹤0.01%
50
3225
$1K ﹤0.01%
3
127 128
129
130 131