We are live on ! Find out more
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
$1.46B
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
1676
$7K ﹤0.01%
+400
1677
$7K ﹤0.01%
990
1678
$7K ﹤0.01%
214
-36
1679
$7K ﹤0.01%
+128
1680
$7K ﹤0.01%
175
1681
$7K ﹤0.01%
100
1682
$7K ﹤0.01%
111
+88
1683
$7K ﹤0.01%
400
1684
$7K ﹤0.01%
830
1685
$7K ﹤0.01%
+300
1686
$7K ﹤0.01%
40
1687
$7K ﹤0.01%
1,000
1688
$7K ﹤0.01%
+300
1689
– –
0
1690
$7K ﹤0.01%
215
-45
1691
$7K ﹤0.01%
200
1692
$7K ﹤0.01%
+1,000
1693
$7K ﹤0.01%
500
1694
$7K ﹤0.01%
136
+27
1695
$7K ﹤0.01%
400
1696
$7K ﹤0.01%
615
-200
1697
$7K ﹤0.01%
250
-108
1698
$7K ﹤0.01%
38
-12
1699
$7K ﹤0.01%
561
+5
1700
$7K ﹤0.01%
200
-200
66 67
68
69 70