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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
3451
$0 ﹤0.01%
1
3452
-1,150
3453
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3454
$0 ﹤0.01%
200
3455
$0 ﹤0.01%
10
3456
$0 ﹤0.01%
12
3457
$0 ﹤0.01%
35
3458
$0 ﹤0.01%
20
3459
$0 ﹤0.01%
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