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
1551
$11K ﹤0.01%
2,613
-6
1552
$11K ﹤0.01%
580
+280
1553
$11K ﹤0.01%
+166
1554
$11K ﹤0.01%
300
-16,900
1555
$11K ﹤0.01%
1,000
1556
$11K ﹤0.01%
134
+116
1557
$10K ﹤0.01%
686
1558
$10K ﹤0.01%
+83
1559
$10K ﹤0.01%
610
1560
$10K ﹤0.01%
+100
1561
$10K ﹤0.01%
245
1562
$10K ﹤0.01%
358
1563
$10K ﹤0.01%
600
1564
$10K ﹤0.01%
115
1565
$10K ﹤0.01%
370
-69
1566
$10K ﹤0.01%
195
1567
$10K ﹤0.01%
478
1568
$10K ﹤0.01%
900
1569
$10K ﹤0.01%
672
+437
1570
$10K ﹤0.01%
600
1571
$10K ﹤0.01%
188
1572
$10K ﹤0.01%
+647
1573
$10K ﹤0.01%
+600
1574
$10K ﹤0.01%
+220
1575
$10K ﹤0.01%
+1,075
61 62
63
64 65