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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
$1.68B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,678
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$5.2M
3
+$5.05M
4
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$4.96M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.76M

Top Sells

1
+$11.1M
2
+$8.93M
3
+$3.87M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.56M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.24M

Sector Composition

1 Technology 11.07%
2 Financials 8.62%
3 Consumer Discretionary 8.59%
4 Healthcare 7.05%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$10K ﹤0.01%
200
1727
$10K ﹤0.01%
100
1728
$10K ﹤0.01%
610
1729
$10K ﹤0.01%
600
1730
$10K ﹤0.01%
309
+95
1731
$10K ﹤0.01%
280
1732
$10K ﹤0.01%
498
1733
$10K ﹤0.01%
+250
1734
$10K ﹤0.01%
210
+75
1735
$10K ﹤0.01%
290
1736
$10K ﹤0.01%
399
+99
1737
$10K ﹤0.01%
1,100
1738
$10K ﹤0.01%
170
1739
$10K ﹤0.01%
731
-697
1740
$10K ﹤0.01%
100
1741
$10K ﹤0.01%
118
-4,112
1742
$10K ﹤0.01%
+527
1743
$10K ﹤0.01%
478
1744
$10K ﹤0.01%
308
1745
$10K ﹤0.01%
235
+35
1746
$10K ﹤0.01%
+1
1747
$10K ﹤0.01%
+270
1748
$10K ﹤0.01%
301
+33
1749
$10K ﹤0.01%
600
1750
$10K ﹤0.01%
300
68 69
70
71 72