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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
$2.05B
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$23.5M
3
+$20.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.94M
5
CSCO icon
Cisco
CSCO
+$9.64M

Top Sells

1
+$37.9M
2
+$8.75M
3
+$7.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$7.49M
5
BIDU icon
Baidu
BIDU
+$7.19M

Sector Composition

1 Technology 9.74%
2 Healthcare 7.76%
3 Consumer Discretionary 7.41%
4 Financials 7.3%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-79
1602
– –
-284
1603
– –
-250
1604
– –
-2,338
1605
– –
-561
1606
– –
-2,533
1607
– –
-299
1608
– –
-18
1609
– –
-350
1610
– –
-2,733
1611
– –
-852
1612
– –
-2,090
1613
– –
-1,000
1614
– –
-220
1615
– –
-100
1616
– –
-85
1617
– –
-2,660
1618
– –
-38
1619
– –
-676
1620
– –
-67
1621
– –
-1,872
1622
– –
-273
1623
– –
-1,150
1624
– –
-163
1625
– –
-1,000
63 64
65
66 67