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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
801
$1K ﹤0.01%
+50
802
$1K ﹤0.01%
+31
803
$1K ﹤0.01%
+64
804
$1K ﹤0.01%
+48
805
$1K ﹤0.01%
+290
806
$1K ﹤0.01%
+139
807
$1K ﹤0.01%
+24
808
$1K ﹤0.01%
+24
809
$1K ﹤0.01%
+32
810
$1K ﹤0.01%
+35
811
$1K ﹤0.01%
+11
812
$1K ﹤0.01%
+38
813
$1K ﹤0.01%
+20
814
$1K ﹤0.01%
+86
815
$1K ﹤0.01%
+51
816
$1K ﹤0.01%
+22
817
$1K ﹤0.01%
+68
818
$1K ﹤0.01%
+400
819
$1K ﹤0.01%
+14
820
$1K ﹤0.01%
+20
821
$1K ﹤0.01%
+101
822
$1K ﹤0.01%
+71
823
$1K ﹤0.01%
+603
824
$1K ﹤0.01%
+204
825
$1K ﹤0.01%
+100
31 32
33
34 35