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
1476
$13K ﹤0.01%
1,136
1477
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216
1478
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339
1479
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600
1480
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110
-76
1481
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+135
1482
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+825
1483
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2,000
+1,000
1484
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270
-194
1485
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+500
1486
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438
+433
1487
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445
-181
1488
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176
1489
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167
1490
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70
1491
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171
-49
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169
+1
1493
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+2,041
1494
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300
1495
$13K ﹤0.01%
23
+18
1496
$13K ﹤0.01%
103
+43
1497
$13K ﹤0.01%
600
1498
$13K ﹤0.01%
225
1499
$13K ﹤0.01%
2,000
1500
$13K ﹤0.01%
100
-14
58 59
60
61 62