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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
$1.46B
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
1776
$5K ﹤0.01%
67
1777
$5K ﹤0.01%
400
1778
$5K ﹤0.01%
+400
1779
$5K ﹤0.01%
+200
1780
$5K ﹤0.01%
+91
1781
$5K ﹤0.01%
100
1782
$5K ﹤0.01%
194
1783
$5K ﹤0.01%
87
+3
1784
$5K ﹤0.01%
117
1785
$5K ﹤0.01%
+50
1786
$5K ﹤0.01%
144
1787
$5K ﹤0.01%
208
1788
$5K ﹤0.01%
+155
1789
$5K ﹤0.01%
+289
1790
$5K ﹤0.01%
113
1791
$5K ﹤0.01%
177
1792
$5K ﹤0.01%
100
1793
$5K ﹤0.01%
74
1794
$5K ﹤0.01%
45
1795
$5K ﹤0.01%
125
+32
1796
$5K ﹤0.01%
+511
1797
$5K ﹤0.01%
398
1798
$5K ﹤0.01%
561
+65
1799
$5K ﹤0.01%
88
-67
1800
$5K ﹤0.01%
2,580
70 71
72
73 74