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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
$219M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.76M
3
+$6.22M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$5.23M
5
PG icon
Procter & Gamble
PG
+$5.06M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.97%
2 Technology 8.21%
3 Industrials 7.4%
4 Energy 6.95%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
+32
727
$3K ﹤0.01%
+86
728
$3K ﹤0.01%
+100
729
$3K ﹤0.01%
+320
730
$3K ﹤0.01%
+78
731
$3K ﹤0.01%
+20
732
$3K ﹤0.01%
+104
733
$3K ﹤0.01%
+46
734
$3K ﹤0.01%
+400
735
$3K ﹤0.01%
+54
736
$3K ﹤0.01%
+180
737
$3K ﹤0.01%
+111
738
$3K ﹤0.01%
+300
739
$3K ﹤0.01%
+230
740
$3K ﹤0.01%
+200
741
$2K ﹤0.01%
+174
742
$2K ﹤0.01%
+491
743
$2K ﹤0.01%
+41
744
$2K ﹤0.01%
+47
745
$2K ﹤0.01%
+13
746
$2K ﹤0.01%
+35
747
$2K ﹤0.01%
+200
748
$2K ﹤0.01%
+38
749
$2K ﹤0.01%
+31
750
$2K ﹤0.01%
+54
28 29
30
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