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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
1751
$13K ﹤0.01%
168
-321
1752
$13K ﹤0.01%
561
-1,939
1753
$13K ﹤0.01%
+143
1754
$13K ﹤0.01%
527
1755
$13K ﹤0.01%
300
1756
$13K ﹤0.01%
1,580
1757
$13K ﹤0.01%
445
1758
$13K ﹤0.01%
100
1759
$13K ﹤0.01%
199
-24
1760
$13K ﹤0.01%
209
-424
1761
$13K ﹤0.01%
95
1762
$13K ﹤0.01%
167
1763
$13K ﹤0.01%
159
+93
1764
$13K ﹤0.01%
308
1765
$13K ﹤0.01%
250
1766
$13K ﹤0.01%
+602
1767
$13K ﹤0.01%
428
-380
1768
$13K ﹤0.01%
2,341
+300
1769
$13K ﹤0.01%
42
+41
1770
$13K ﹤0.01%
+1,000
1771
$13K ﹤0.01%
400
1772
$13K ﹤0.01%
355
1773
$13K ﹤0.01%
618
-37
1774
$13K ﹤0.01%
900
1775
$13K ﹤0.01%
2,000
69 70
71
72 73