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
1451
$15K ﹤0.01%
11,000
1452
$15K ﹤0.01%
+277
1453
$15K ﹤0.01%
184
1454
$14K ﹤0.01%
1,245
+195
1455
$14K ﹤0.01%
282
+186
1456
$14K ﹤0.01%
+350
1457
$14K ﹤0.01%
+383
1458
$14K ﹤0.01%
+605
1459
$14K ﹤0.01%
228
-71
1460
$14K ﹤0.01%
133
1461
$14K ﹤0.01%
1,194
1462
$14K ﹤0.01%
500
1463
$14K ﹤0.01%
400
1464
$14K ﹤0.01%
+694
1465
$14K ﹤0.01%
438
1466
$14K ﹤0.01%
435
-20
1467
$14K ﹤0.01%
248
-2,760
1468
$14K ﹤0.01%
303
1469
$14K ﹤0.01%
300
+100
1470
$14K ﹤0.01%
423
+190
1471
$14K ﹤0.01%
+200
1472
$13K ﹤0.01%
211
1473
$13K ﹤0.01%
309
-7
1474
$13K ﹤0.01%
218
1475
$13K ﹤0.01%
+150
57 58
59
60 61