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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
$2.05B
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,677
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$23.5M
3
+$20.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$9.94M
5
CSCO icon
Cisco
CSCO
+$9.64M

Top Sells

1
+$37.9M
2
+$8.75M
3
+$7.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$7.49M
5
BIDU icon
Baidu
BIDU
+$7.19M

Sector Composition

1 Technology 9.74%
2 Healthcare 7.76%
3 Consumer Discretionary 7.41%
4 Financials 7.3%
5 Consumer Staples 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-1,645
1827
– –
-1,614
1828
– –
-322
1829
– –
-990
1830
– –
-156
1831
– –
-6,779
1832
– –
-3,908
1833
– –
-17,654
1834
– –
-500
1835
– –
-332
1836
– –
-2,486
1837
– –
-845
1838
– –
-5,666
1839
– –
-1,146
1840
– –
-874
1841
– –
-7,914
1842
– –
-4,322
1843
– –
-43
1844
– –
-154
1845
– –
-1,926
1846
– –
-1,500
1847
– –
-1,710
1848
– –
-8,074
1849
– –
-14,763
1850
– –
-1,747
72 73
74
75 76