We are live on ! Find out more
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
1551
$16K ﹤0.01%
3,017
1552
$16K ﹤0.01%
+250
1553
$16K ﹤0.01%
82
+12
1554
$16K ﹤0.01%
364
-411
1555
$16K ﹤0.01%
+957
1556
$16K ﹤0.01%
132
1557
$16K ﹤0.01%
589
+71
1558
$16K ﹤0.01%
200
1559
$16K ﹤0.01%
325
+200
1560
$16K ﹤0.01%
16
+2
1561
$16K ﹤0.01%
355
+15
1562
$16K ﹤0.01%
+145
1563
$16K ﹤0.01%
190
1564
$16K ﹤0.01%
277
1565
$16K ﹤0.01%
184
1566
$15K ﹤0.01%
248
+44
1567
$15K ﹤0.01%
+292
1568
$15K ﹤0.01%
386
+140
1569
$15K ﹤0.01%
586
+511
1570
$15K ﹤0.01%
610
+460
1571
$15K ﹤0.01%
150
1572
$15K ﹤0.01%
1,194
1573
$15K ﹤0.01%
1,136
1574
$15K ﹤0.01%
400
1575
$15K ﹤0.01%
435
61 62
63
64 65