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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
$2.1B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,840
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.3M
3
+$15.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.9M
5
BIDU icon
Baidu
BIDU
+$9.31M

Top Sells

1
+$11M
2
+$8.85M
3
+$5.53M
4
T icon
AT&T
T
+$3.96M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.37M

Sector Composition

1 Technology 11.48%
2 Financials 8.06%
3 Consumer Discretionary 7.75%
4 Healthcare 7.15%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$19K ﹤0.01%
902
-397
1577
$19K ﹤0.01%
1,052
1578
$19K ﹤0.01%
1,275
1579
$19K ﹤0.01%
3,490
-2,299
1580
$19K ﹤0.01%
+488
1581
$19K ﹤0.01%
265
+48
1582
$19K ﹤0.01%
284
1583
$19K ﹤0.01%
76
-6
1584
$19K ﹤0.01%
468
1585
$19K ﹤0.01%
1,000
1586
$19K ﹤0.01%
+1,115
1587
$19K ﹤0.01%
185
1588
$19K ﹤0.01%
+1,500
1589
$19K ﹤0.01%
316
+66
1590
$19K ﹤0.01%
+1,140
1591
$19K ﹤0.01%
1,684
+887
1592
$19K ﹤0.01%
+1,450
1593
$19K ﹤0.01%
362
-460
1594
$19K ﹤0.01%
200
+100
1595
$18K ﹤0.01%
320
+30
1596
$18K ﹤0.01%
155
+92
1597
$18K ﹤0.01%
586
1598
$18K ﹤0.01%
322
+41
1599
$18K ﹤0.01%
+187
1600
$18K ﹤0.01%
1,185
-225
62 63
64
65 66