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
$2.05B
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
1851
– –
-80
1852
– –
-845
1853
– –
-2,804
1854
– –
-1,090
1855
– –
-517
1856
– –
-43,078
1857
– –
-90
1858
– –
-411
1859
– –
-992
1860
– –
-3,147
1861
– –
-18
1862
– –
-1,243
1863
– –
-124
1864
– –
-153
1865
– –
-228
1866
– –
-452
1867
– –
-1,287
1868
– –
-41
1869
– –
-435
1870
– –
-280
1871
– –
-1,000
1872
– –
-1,000
1873
– –
-3,842
1874
– –
-6,566
1875
– –
-4,900
73 74
75
76 77