SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,459
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$8.04M
3
+$5.23M
4
AVGO icon
Broadcom
AVGO
+$5.2M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.53M

Top Sells

1
+$9.31M
2
+$4.42M
3
+$3.79M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.01M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.74M

Sector Composition

1 Technology 10.3%
2 Financials 8.85%
3 Consumer Discretionary 8.12%
4 Healthcare 6.64%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$8K ﹤0.01%
300
1652
$8K ﹤0.01%
221
-40
1653
$8K ﹤0.01%
110
-47
1654
$8K ﹤0.01%
428
+98
1655
$8K ﹤0.01%
268
-140
1656
$8K ﹤0.01%
223
1657
$8K ﹤0.01%
+240
1658
$8K ﹤0.01%
252
1659
$8K ﹤0.01%
400
1660
$8K ﹤0.01%
270
1661
$8K ﹤0.01%
+137
1662
$8K ﹤0.01%
+720
1663
$8K ﹤0.01%
616
-242
1664
$8K ﹤0.01%
45
1665
$8K ﹤0.01%
+500
1666
$8K ﹤0.01%
407
1667
$7K ﹤0.01%
+90
1668
$7K ﹤0.01%
+400
1669
$7K ﹤0.01%
+62
1670
$7K ﹤0.01%
174
-211
1671
$7K ﹤0.01%
433
1672
$7K ﹤0.01%
94
1673
$7K ﹤0.01%
300
+100
1674
$7K ﹤0.01%
510
1675
$7K ﹤0.01%
+113
65 66
67
68 69