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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
1901
$7K ﹤0.01%
169
-150
1902
$7K ﹤0.01%
398
1903
$7K ﹤0.01%
+166
1904
$7K ﹤0.01%
583
1905
$7K ﹤0.01%
+24
1906
$6K ﹤0.01%
113
1907
$6K ﹤0.01%
14
1908
$6K ﹤0.01%
+250
1909
$6K ﹤0.01%
+100
1910
$6K ﹤0.01%
34
-4
1911
$6K ﹤0.01%
+130
1912
$6K ﹤0.01%
100
1913
$6K ﹤0.01%
400
1914
$6K ﹤0.01%
117
-1,946
1915
$6K ﹤0.01%
1,000
1916
$6K ﹤0.01%
62
+37
1917
$6K ﹤0.01%
60
-75
1918
$6K ﹤0.01%
166
1919
$6K ﹤0.01%
+161
1920
$6K ﹤0.01%
184
1921
$6K ﹤0.01%
156
+112
1922
$6K ﹤0.01%
50
1923
$6K ﹤0.01%
300
1924
$6K ﹤0.01%
228
1925
$6K ﹤0.01%
246
75 76
77
78 79