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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
$2.1B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,840
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.3M
3
+$15.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.9M
5
BIDU icon
Baidu
BIDU
+$9.31M

Top Sells

1
+$11M
2
+$8.85M
3
+$5.53M
4
T icon
AT&T
T
+$3.96M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.37M

Sector Composition

1 Technology 11.48%
2 Financials 8.06%
3 Consumer Discretionary 7.75%
4 Healthcare 7.15%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$35K ﹤0.01%
2,375
+175
1327
$35K ﹤0.01%
3,069
+2,000
1328
$35K ﹤0.01%
1,038
1329
$35K ﹤0.01%
400
-300
1330
$35K ﹤0.01%
869
1331
$35K ﹤0.01%
3,118
+1,456
1332
$35K ﹤0.01%
378
+318
1333
$35K ﹤0.01%
1,750
1334
$35K ﹤0.01%
825
-438
1335
$34K ﹤0.01%
618
+461
1336
$34K ﹤0.01%
1,242
-90
1337
$34K ﹤0.01%
3,947
1338
$34K ﹤0.01%
627
-270
1339
$34K ﹤0.01%
223
1340
$34K ﹤0.01%
237
+18
1341
$34K ﹤0.01%
2,500
1342
$34K ﹤0.01%
111
+8
1343
$34K ﹤0.01%
9,910
+6,800
1344
$34K ﹤0.01%
946
1345
$34K ﹤0.01%
451
+21
1346
$34K ﹤0.01%
+42,232
1347
$34K ﹤0.01%
834
+26
1348
$34K ﹤0.01%
581
1349
$34K ﹤0.01%
+1,000
1350
$34K ﹤0.01%
1,395
+2
52 53
54
55 56