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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
$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
1576
$15K ﹤0.01%
+1,000
1577
$15K ﹤0.01%
137
1578
$15K ﹤0.01%
91
+67
1579
$15K ﹤0.01%
300
-25
1580
$15K ﹤0.01%
3,110
+2,110
1581
$15K ﹤0.01%
224
-7
1582
$15K ﹤0.01%
+350
1583
$15K ﹤0.01%
1,580
1584
$15K ﹤0.01%
95
1585
$15K ﹤0.01%
424
+121
1586
$15K ﹤0.01%
+326
1587
$15K ﹤0.01%
+417
1588
$15K ﹤0.01%
+250
1589
$15K ﹤0.01%
655
+75
1590
$15K ﹤0.01%
1,262
+412
1591
$15K ﹤0.01%
225
1592
$15K ﹤0.01%
275
+190
1593
$15K ﹤0.01%
500
1594
$14K ﹤0.01%
+1,582
1595
$14K ﹤0.01%
686
1596
$14K ﹤0.01%
90
+50
1597
$14K ﹤0.01%
380
+23
1598
$14K ﹤0.01%
1,245
1599
$14K ﹤0.01%
768
+720
1600
$14K ﹤0.01%
1,146
62 63
64
65 66