We are live on ! Find out more
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
1126
– –
-300
1127
– –
-8,075
1128
– –
-500
1129
– –
-34
1130
– –
-400
1131
– –
-3,017
1132
– –
-364
1133
– –
-495
1134
– –
-30
1135
– –
-430
1136
– –
-96
1137
– –
-93
1138
– –
-42
1139
– –
-1,695
1140
– –
-500
1141
– –
-1,260
1142
– –
-2,700
1143
– –
-551
1144
– –
-460
1145
– –
-2,500
1146
– –
-15,393
1147
– –
-3,390
1148
– –
-2,015
1149
– –
-5,817
1150
– –
-900
44 45
46
47 48