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
1176
$31K ﹤0.01%
2,203
-5
1177
$31K ﹤0.01%
804
1178
$31K ﹤0.01%
1,475
+521
1179
$31K ﹤0.01%
1,000
1180
$31K ﹤0.01%
270
+237
1181
$31K ﹤0.01%
2,100
1182
$30K ﹤0.01%
660
+565
1183
$30K ﹤0.01%
1,506
-247
1184
$30K ﹤0.01%
434
+165
1185
$30K ﹤0.01%
912
+1
1186
$30K ﹤0.01%
525
1187
$30K ﹤0.01%
223
1188
$30K ﹤0.01%
+1,391
1189
$30K ﹤0.01%
400
1190
$30K ﹤0.01%
1,507
+708
1191
$30K ﹤0.01%
500
-97
1192
$29K ﹤0.01%
546
1193
$29K ﹤0.01%
600
1194
$29K ﹤0.01%
7,925
+2,418
1195
$29K ﹤0.01%
+529
1196
$29K ﹤0.01%
2,120
1197
$29K ﹤0.01%
+3,000
1198
$29K ﹤0.01%
2,300
+1,500
1199
$29K ﹤0.01%
+1,335
1200
$29K ﹤0.01%
249
+200
46 47
48
49 50