SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,459
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$8.04M
3
+$5.23M
4
AVGO icon
Broadcom
AVGO
+$5.2M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.53M

Top Sells

1
+$9.31M
2
+$4.42M
3
+$3.79M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.01M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.74M

Sector Composition

1 Technology 10.3%
2 Financials 8.85%
3 Consumer Discretionary 8.12%
4 Healthcare 6.64%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$3K ﹤0.01%
28
1927
$3K ﹤0.01%
322
1928
$3K ﹤0.01%
+201
1929
$3K ﹤0.01%
47
1930
$3K ﹤0.01%
75
1931
$3K ﹤0.01%
+600
1932
$3K ﹤0.01%
108
1933
$3K ﹤0.01%
+400
1934
$3K ﹤0.01%
120
1935
$3K ﹤0.01%
10
1936
$3K ﹤0.01%
+125
1937
$3K ﹤0.01%
+145
1938
$3K ﹤0.01%
+52
1939
$3K ﹤0.01%
+100
1940
$3K ﹤0.01%
+277
1941
$3K ﹤0.01%
100
1942
$3K ﹤0.01%
115
1943
$3K ﹤0.01%
29
1944
$3K ﹤0.01%
27
1945
$3K ﹤0.01%
46
1946
$3K ﹤0.01%
320
1947
$3K ﹤0.01%
120
-77
1948
$3K ﹤0.01%
739
-2,877
1949
$3K ﹤0.01%
100
1950
$3K ﹤0.01%
70
76 77
78
79 80