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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
$2.05B
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$23.5M
3
+$20.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.94M
5
CSCO icon
Cisco
CSCO
+$9.64M

Top Sells

1
+$37.9M
2
+$8.75M
3
+$7.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$7.49M
5
BIDU icon
Baidu
BIDU
+$7.19M

Sector Composition

1 Technology 9.74%
2 Healthcare 7.76%
3 Consumer Discretionary 7.41%
4 Financials 7.3%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
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1052
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1053
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1054
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-4,926
1055
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1056
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-56
1057
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-1,325
1058
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1059
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1060
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1061
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1062
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1063
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1064
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1065
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1066
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1067
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1069
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1070
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1071
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1072
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1073
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-6,601
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