We are live on ! Find out more
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
1851
$11K ﹤0.01%
+500
1852
$11K ﹤0.01%
200
+102
1853
$10K ﹤0.01%
266
+113
1854
$10K ﹤0.01%
300
-120
1855
$10K ﹤0.01%
87
-38
1856
$10K ﹤0.01%
1,749
1857
$10K ﹤0.01%
+124
1858
$10K ﹤0.01%
367
-1
1859
$10K ﹤0.01%
170
1860
$10K ﹤0.01%
156
+43
1861
$10K ﹤0.01%
294
+229
1862
$10K ﹤0.01%
400
1863
$10K ﹤0.01%
500
1864
$10K ﹤0.01%
+42
1865
$10K ﹤0.01%
164
+54
1866
$10K ﹤0.01%
290
1867
$10K ﹤0.01%
1,127
+27
1868
$10K ﹤0.01%
100
1869
$10K ﹤0.01%
304
+119
1870
$10K ﹤0.01%
800
+100
1871
$10K ﹤0.01%
57
+18
1872
$10K ﹤0.01%
210
+75
1873
$10K ﹤0.01%
1,695
-10,295
1874
$10K ﹤0.01%
162
1875
$10K ﹤0.01%
55
+30
73 74
75
76 77