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
1926
– –
-396
1927
– –
-200
1928
– –
-8,571
1929
– –
-4,130
1930
– –
-420
1931
– –
-7
1932
– –
-319
1933
– –
-1,402
1934
– –
-209
1935
– –
-1,874
1936
– –
-433
1937
– –
-123
1938
– –
-130
1939
– –
-2,400
1940
– –
-15
1941
– –
-131
1942
– –
-3,515
1943
– –
-1,708
1944
– –
-150
1945
– –
-3,100
1946
– –
-36
1947
– –
-5,298
1948
– –
-1
1949
– –
-105
1950
– –
-3,542
76 77
78
79 80