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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
1876
– –
-644
1877
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-128
1878
– –
-50
1879
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1880
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-870
1881
– –
-2,925
1882
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-175
1883
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-169
1884
– –
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1885
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1886
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-229
1887
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-8
1888
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-55
1889
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-29
1890
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-365
1891
– –
-6,048
1892
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-1,561
1893
– –
-3,500
1894
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1895
– –
-6,314
1896
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-160
1897
– –
-1,721
1898
– –
-513
1899
– –
-4,491
1900
– –
-2,350
74 75
76
77 78