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
1501
$12K ﹤0.01%
+300
1502
$12K ﹤0.01%
634
1503
$12K ﹤0.01%
329
-312
1504
$12K ﹤0.01%
357
-17
1505
$12K ﹤0.01%
863
-2
1506
$12K ﹤0.01%
+54
1507
$12K ﹤0.01%
126
+50
1508
$12K ﹤0.01%
200
1509
$12K ﹤0.01%
+98
1510
$12K ﹤0.01%
+1,500
1511
$12K ﹤0.01%
242
+122
1512
$12K ﹤0.01%
78
1513
$12K ﹤0.01%
100
1514
$12K ﹤0.01%
163
+23
1515
$12K ﹤0.01%
+231
1516
$12K ﹤0.01%
130
+55
1517
$12K ﹤0.01%
208
-162
1518
$12K ﹤0.01%
336
1519
$12K ﹤0.01%
132
1520
$12K ﹤0.01%
+1,500
1521
$12K ﹤0.01%
+162
1522
$12K ﹤0.01%
369
1523
$12K ﹤0.01%
786
1524
$12K ﹤0.01%
+900
1525
$12K ﹤0.01%
2,000
59 60
61
62 63