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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
$982M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,860
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.65M
3
+$4.52M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.54M

Top Sells

1
+$6.37M
2
+$4.32M
3
+$3.85M
4
BGC icon
BGC Group
BGC
+$2.51M
5
ULTA icon
Ulta Beauty
ULTA
+$2.11M

Sector Composition

1 Technology 9.67%
2 Consumer Discretionary 7.85%
3 Financials 7.58%
4 Communication Services 7.1%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$2K ﹤0.01%
100
-113
1477
$2K ﹤0.01%
+151
1478
$2K ﹤0.01%
169
1479
$2K ﹤0.01%
46
1480
$2K ﹤0.01%
65
1481
$2K ﹤0.01%
77
+72
1482
$2K ﹤0.01%
55
1483
$2K ﹤0.01%
80
-34
1484
$2K ﹤0.01%
33
+20
1485
$2K ﹤0.01%
+1,052
1486
$2K ﹤0.01%
204
1487
$2K ﹤0.01%
112
1488
$2K ﹤0.01%
250
1489
$2K ﹤0.01%
+42
1490
$2K ﹤0.01%
53
1491
$2K ﹤0.01%
325
-5,260
1492
$2K ﹤0.01%
+28
1493
$2K ﹤0.01%
11
+1
1494
$2K ﹤0.01%
122
1495
$2K ﹤0.01%
4
1496
$2K ﹤0.01%
75
1497
$2K ﹤0.01%
75
1498
$2K ﹤0.01%
100
1499
– –
-91
1500
$2K ﹤0.01%
200
58 59
60
61 62