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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
1826
$11K ﹤0.01%
628
+550
1827
$11K ﹤0.01%
1,122
+612
1828
$11K ﹤0.01%
43
+3
1829
$11K ﹤0.01%
184
+102
1830
$11K ﹤0.01%
67
+30
1831
$11K ﹤0.01%
+383
1832
$11K ﹤0.01%
+445
1833
$11K ﹤0.01%
+400
1834
$11K ﹤0.01%
440
1835
$11K ﹤0.01%
+148
1836
$11K ﹤0.01%
98
-12
1837
$11K ﹤0.01%
425
-653
1838
$11K ﹤0.01%
778
+378
1839
$11K ﹤0.01%
266
1840
$11K ﹤0.01%
270
1841
$11K ﹤0.01%
249
-93
1842
$11K ﹤0.01%
+246
1843
$11K ﹤0.01%
434
+181
1844
$11K ﹤0.01%
93
+29
1845
$11K ﹤0.01%
1,130
1846
$11K ﹤0.01%
100
+48
1847
$11K ﹤0.01%
4,000
1848
$11K ﹤0.01%
396
-1,349
1849
$11K ﹤0.01%
600
1850
$11K ﹤0.01%
1,572
+572
72 73
74
75 76