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
$1.46B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,459
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$8.04M
3
+$5.23M
4
AVGO icon
Broadcom
AVGO
+$5.2M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.53M

Top Sells

1
+$9.31M
2
+$4.42M
3
+$3.79M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.01M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.74M

Sector Composition

1 Technology 10.3%
2 Financials 8.85%
3 Consumer Discretionary 8.12%
4 Healthcare 6.64%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$77K 0.01%
13,857
-15,729
852
$77K 0.01%
953
-533
853
$76K 0.01%
+645
854
$76K 0.01%
1,300
+200
855
$75K 0.01%
750
856
$75K 0.01%
1,510
-500
857
$74K 0.01%
1,062
+30
858
$74K 0.01%
209
859
$74K 0.01%
+1,200
860
$74K 0.01%
2,038
861
$74K 0.01%
570
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862
$74K 0.01%
895
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863
$74K 0.01%
6,547
864
$73K 0.01%
1,320
865
$73K 0.01%
1,179
866
$73K 0.01%
602
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867
$73K 0.01%
494
868
$73K 0.01%
3,236
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869
$72K ﹤0.01%
1,390
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870
$72K ﹤0.01%
+4,383
871
$72K ﹤0.01%
4,848
872
$72K ﹤0.01%
640
+125
873
$72K ﹤0.01%
+1,614
874
$71K ﹤0.01%
+2,629
875
$71K ﹤0.01%
285
+195
33 34
35
36 37