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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
1701
$15K ﹤0.01%
435
+241
1702
$15K ﹤0.01%
+185
1703
$15K ﹤0.01%
200
1704
$15K ﹤0.01%
293
-32
1705
$15K ﹤0.01%
921
+721
1706
$15K ﹤0.01%
1,262
1707
$15K ﹤0.01%
491
-100
1708
$15K ﹤0.01%
266
+200
1709
$15K ﹤0.01%
+400
1710
$15K ﹤0.01%
+554
1711
$15K ﹤0.01%
1,000
1712
$14K ﹤0.01%
686
1713
$14K ﹤0.01%
1,402
1714
$14K ﹤0.01%
225
-23
1715
$14K ﹤0.01%
1,106
+1,001
1716
$14K ﹤0.01%
422
+43
1717
$14K ﹤0.01%
369
-17
1718
$14K ﹤0.01%
154
1719
$14K ﹤0.01%
452
1720
$14K ﹤0.01%
424
-978
1721
$14K ﹤0.01%
500
1722
$14K ﹤0.01%
+975
1723
– –
0
1724
$14K ﹤0.01%
220
1725
$14K ﹤0.01%
503
+2
67 68
69
70 71