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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
$1.31B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$9.34M
3
+$8.93M
4
MSFT icon
Microsoft
MSFT
+$6.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.63M

Top Sells

1
+$2.9M
2
+$1.71M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M
5
MBB icon
iShares MBS ETF
MBB
+$925K

Sector Composition

1 Technology 10.02%
2 Financials 8.2%
3 Consumer Discretionary 7.94%
4 Communication Services 6.9%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$2K ﹤0.01%
18
1727
$2K ﹤0.01%
200
1728
$2K ﹤0.01%
+30
1729
$2K ﹤0.01%
73
1730
$2K ﹤0.01%
75
1731
$2K ﹤0.01%
75
1732
$1K ﹤0.01%
80
1733
$1K ﹤0.01%
43
-35
1734
$1K ﹤0.01%
80
1735
$1K ﹤0.01%
500
1736
$1K ﹤0.01%
100
1737
$1K ﹤0.01%
10
+9
1738
$1K ﹤0.01%
76
-72
1739
$1K ﹤0.01%
44
1740
$1K ﹤0.01%
25
1741
$1K ﹤0.01%
23
1742
$1K ﹤0.01%
33
1743
$1K ﹤0.01%
39
+20
1744
$1K ﹤0.01%
+39
1745
$1K ﹤0.01%
388
-3,612
1746
$1K ﹤0.01%
113
1747
$1K ﹤0.01%
55
1748
$1K ﹤0.01%
180
1749
$1K ﹤0.01%
+102
1750
$1K ﹤0.01%
154
68 69
70
71 72