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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
826
$1K ﹤0.01%
+50
827
$1K ﹤0.01%
+330
828
$1K ﹤0.01%
+60
829
$1K ﹤0.01%
+91
830
$1K ﹤0.01%
+29
831
$1K ﹤0.01%
+42
832
$1K ﹤0.01%
+45
833
$1K ﹤0.01%
+41
834
$1K ﹤0.01%
+28
835
$1K ﹤0.01%
+47
836
$1K ﹤0.01%
+6
837
$1K ﹤0.01%
+50
838
$1K ﹤0.01%
+14
839
$1K ﹤0.01%
+26
840
$1K ﹤0.01%
+60
841
$1K ﹤0.01%
+305
842
$1K ﹤0.01%
+130
843
$1K ﹤0.01%
+141
844
$1K ﹤0.01%
+45
845
$1K ﹤0.01%
+56
846
$1K ﹤0.01%
+100
847
$1K ﹤0.01%
+12
848
$1K ﹤0.01%
+300
849
$1K ﹤0.01%
+28
850
$1K ﹤0.01%
+52
32 33
34
35 36