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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
$1.68B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,678
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$5.2M
3
+$5.05M
4
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$4.96M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.76M

Top Sells

1
+$11.1M
2
+$8.93M
3
+$3.87M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.56M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.24M

Sector Composition

1 Technology 11.07%
2 Financials 8.62%
3 Consumer Discretionary 8.59%
4 Healthcare 7.05%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$21K ﹤0.01%
+374
1452
$21K ﹤0.01%
+758
1453
$21K ﹤0.01%
270
-18
1454
$21K ﹤0.01%
879
1455
$21K ﹤0.01%
535
1456
$21K ﹤0.01%
212
-33
1457
$21K ﹤0.01%
149
+13
1458
$21K ﹤0.01%
568
+328
1459
$21K ﹤0.01%
591
+52
1460
$21K ﹤0.01%
1,526
1461
$21K ﹤0.01%
+364
1462
$20K ﹤0.01%
700
1463
$20K ﹤0.01%
731
1464
$20K ﹤0.01%
969
-75
1465
$20K ﹤0.01%
245
-3,463
1466
$20K ﹤0.01%
169
+1
1467
$20K ﹤0.01%
547
1468
$20K ﹤0.01%
762
+12
1469
$20K ﹤0.01%
1,666
1470
$20K ﹤0.01%
1,000
1471
$20K ﹤0.01%
+400
1472
$20K ﹤0.01%
342
1473
$20K ﹤0.01%
55
+9
1474
$20K ﹤0.01%
5,000
1475
$20K ﹤0.01%
1,412
57 58
59
60 61