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
1751
$6K ﹤0.01%
+186
1752
$6K ﹤0.01%
76
1753
$6K ﹤0.01%
300
1754
$6K ﹤0.01%
247
1755
$6K ﹤0.01%
200
1756
$6K ﹤0.01%
+51
1757
$6K ﹤0.01%
280
+57
1758
$5K ﹤0.01%
+113
1759
$5K ﹤0.01%
+14
1760
$5K ﹤0.01%
46
1761
$5K ﹤0.01%
+40
1762
$5K ﹤0.01%
100
1763
$5K ﹤0.01%
+200
1764
$5K ﹤0.01%
+476
1765
$5K ﹤0.01%
160
1766
$5K ﹤0.01%
100
1767
$5K ﹤0.01%
200
1768
$5K ﹤0.01%
1,000
1769
$5K ﹤0.01%
+83
1770
$5K ﹤0.01%
+83
1771
$5K ﹤0.01%
166
1772
$5K ﹤0.01%
+184
1773
$5K ﹤0.01%
+182
1774
$5K ﹤0.01%
+100
1775
$5K ﹤0.01%
50
69 70
71
72 73