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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
$1.68B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,678
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$5.2M
3
+$5.05M
4
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$4.96M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.76M

Top Sells

1
+$11.1M
2
+$8.93M
3
+$3.87M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.56M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.24M

Sector Composition

1 Technology 11.07%
2 Financials 8.62%
3 Consumer Discretionary 8.59%
4 Healthcare 7.05%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$7K ﹤0.01%
576
+100
1852
$7K ﹤0.01%
160
1853
$7K ﹤0.01%
1,000
1854
$7K ﹤0.01%
133
+32
1855
$7K ﹤0.01%
+153
1856
$7K ﹤0.01%
158
-502
1857
$7K ﹤0.01%
175
1858
$7K ﹤0.01%
29
-148
1859
$7K ﹤0.01%
134
-13
1860
$7K ﹤0.01%
195
-50
1861
$7K ﹤0.01%
+151
1862
$7K ﹤0.01%
196
1863
$7K ﹤0.01%
173
1864
$7K ﹤0.01%
400
1865
$7K ﹤0.01%
77
1866
$7K ﹤0.01%
70
1867
$7K ﹤0.01%
95
1868
$7K ﹤0.01%
63
1869
$7K ﹤0.01%
427
+84
1870
$7K ﹤0.01%
46
1871
$7K ﹤0.01%
1,000
1872
$7K ﹤0.01%
567
+6
1873
$7K ﹤0.01%
135
+25
1874
$7K ﹤0.01%
197
-50
1875
$7K ﹤0.01%
300
73 74
75
76 77