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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
1776
$13K ﹤0.01%
+3
1777
$13K ﹤0.01%
+500
1778
$13K ﹤0.01%
1,000
1779
$13K ﹤0.01%
+1,150
1780
$13K ﹤0.01%
338
+329
1781
$13K ﹤0.01%
103
+65
1782
$13K ﹤0.01%
162
+50
1783
$13K ﹤0.01%
863
1784
$13K ﹤0.01%
+1,030
1785
$13K ﹤0.01%
211
1786
$13K ﹤0.01%
200
1787
$13K ﹤0.01%
300
+200
1788
$13K ﹤0.01%
300
-16
1789
$12K ﹤0.01%
116
-5,018
1790
$12K ﹤0.01%
209
+9
1791
$12K ﹤0.01%
610
1792
$12K ﹤0.01%
96
+50
1793
$12K ﹤0.01%
147
-7
1794
$12K ﹤0.01%
486
+358
1795
$12K ﹤0.01%
+740
1796
$12K ﹤0.01%
189
+105
1797
$12K ﹤0.01%
31
+21
1798
$12K ﹤0.01%
610
1799
$12K ﹤0.01%
300
+92
1800
$12K ﹤0.01%
1,000
-666
70 71
72
73 74