SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$23.2M
3
+$18.7M
4
UBER icon
Uber
UBER
+$17.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$16.7M

Top Sells

1
+$25.8M
2
+$21.1M
3
+$16.5M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$16.3M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$15.9M

Sector Composition

1 Technology 17.47%
2 Financials 7.73%
3 Consumer Discretionary 5.7%
4 Communication Services 5.18%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3351
$6.65K ﹤0.01%
+167
3352
$6.6K ﹤0.01%
+1,000
3353
$6.58K ﹤0.01%
200
-16
3354
$6.58K ﹤0.01%
425
3355
$6.56K ﹤0.01%
+103
3356
$6.56K ﹤0.01%
1,261
3357
$6.55K ﹤0.01%
433
+407
3358
$6.51K ﹤0.01%
192
-892
3359
$6.51K ﹤0.01%
151
3360
$6.5K ﹤0.01%
325
-6
3361
$6.49K ﹤0.01%
117
-33
3362
$6.49K ﹤0.01%
1,000
3363
$6.49K ﹤0.01%
+1,020
3364
$6.48K ﹤0.01%
+1,100
3365
$6.45K ﹤0.01%
266
3366
$6.43K ﹤0.01%
407
3367
$6.41K ﹤0.01%
450
3368
$6.41K ﹤0.01%
304
-233
3369
$6.37K ﹤0.01%
717
3370
$6.35K ﹤0.01%
130
3371
$6.34K ﹤0.01%
222
-156
3372
$6.34K ﹤0.01%
274
3373
$6.33K ﹤0.01%
143
3374
$6.25K ﹤0.01%
275
-600
3375
$6.22K ﹤0.01%
1,500
133 134
135
136 137