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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
$2.73B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.27M
3
+$6.94M
4
NFLX icon
Netflix
NFLX
+$6.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.56M

Top Sells

1
+$37.2M
2
+$14.7M
3
+$13.9M
4
UNH icon
UnitedHealth
UNH
+$10.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.78M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.92%
3 Consumer Discretionary 6.67%
4 Financials 6.03%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$19K ﹤0.01%
959
1627
$19K ﹤0.01%
1,645
1628
$19K ﹤0.01%
184
1629
$19K ﹤0.01%
500
1630
$19K ﹤0.01%
1,600
1631
$19K ﹤0.01%
1,166
-10
1632
$19K ﹤0.01%
172
1633
$19K ﹤0.01%
918
-1,571
1634
$19K ﹤0.01%
1,272
-14,343
1635
$19K ﹤0.01%
165
1636
$19K ﹤0.01%
297
+157
1637
$19K ﹤0.01%
2,650
+600
1638
$18K ﹤0.01%
738
1639
$18K ﹤0.01%
1,000
-200
1640
$18K ﹤0.01%
1,478
+5
1641
$18K ﹤0.01%
1,522
1642
$18K ﹤0.01%
731
+700
1643
$18K ﹤0.01%
520
1644
$18K ﹤0.01%
1,500
+700
1645
$18K ﹤0.01%
+1,200
1646
$18K ﹤0.01%
10,100
-2,300
1647
$18K ﹤0.01%
750
1648
$18K ﹤0.01%
6,517
+3
1649
$18K ﹤0.01%
526
-154
1650
$18K ﹤0.01%
7,600
64 65
66
67 68