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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
3226
$1K ﹤0.01%
230
-29,000
3227
$1K ﹤0.01%
100
3228
$1K ﹤0.01%
100
3229
$1K ﹤0.01%
+8
3230
$1K ﹤0.01%
100
3231
$1K ﹤0.01%
13
3232
$1K ﹤0.01%
10
3233
$1K ﹤0.01%
333
3234
$1K ﹤0.01%
100
-100
3235
$1K ﹤0.01%
+16
3236
$1K ﹤0.01%
6
3237
$1K ﹤0.01%
20
3238
$1K ﹤0.01%
+166
3239
$1K ﹤0.01%
390
3240
$1K ﹤0.01%
123
3241
$1K ﹤0.01%
1,000
3242
$1K ﹤0.01%
2,000
3243
$1K ﹤0.01%
60
3244
$1K ﹤0.01%
376
-100
3245
$1K ﹤0.01%
+15
3246
$1K ﹤0.01%
100
3247
$1K ﹤0.01%
51
3248
$1K ﹤0.01%
+200
3249
$1K ﹤0.01%
160
3250
$1K ﹤0.01%
200
-2,742
128 129
130
131 132