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
1301
$22K ﹤0.01%
500
1302
$21K ﹤0.01%
+418
1303
$21K ﹤0.01%
+908
1304
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+403
1305
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200
+100
1306
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405
1307
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1,410
1308
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334
1309
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344
+220
1310
$21K ﹤0.01%
2,023
1311
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222
1312
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248
1313
$21K ﹤0.01%
1,000
1314
$21K ﹤0.01%
+669
1315
$21K ﹤0.01%
+1,526
1316
$21K ﹤0.01%
900
-50
1317
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772
1318
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182
1319
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700
1320
$21K ﹤0.01%
2,212
+1,827
1321
$20K ﹤0.01%
+422
1322
$20K ﹤0.01%
+3
1323
$20K ﹤0.01%
286
+24
1324
$20K ﹤0.01%
1,412
1325
$20K ﹤0.01%
+244
51 52
53
54 55