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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
$1.31B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$9.6M
2
+$9.34M
3
+$8.93M
4
MSFT icon
Microsoft
MSFT
+$6.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.63M

Top Sells

1
+$2.9M
2
+$1.71M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.09M
5
MBB icon
iShares MBS ETF
MBB
+$925K

Sector Composition

1 Technology 10.02%
2 Financials 8.2%
3 Consumer Discretionary 7.94%
4 Communication Services 6.9%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$0 ﹤0.01%
+64
1952
$0 ﹤0.01%
+70
1953
– –
-101
1954
– –
-11
1955
– –
-151
1956
– –
-50
1957
– –
-81
1958
– –
-9
1959
$0 ﹤0.01%
4
1960
– –
-333
1961
– –
-338
1962
– –
-200
1963
$0 ﹤0.01%
5
1964
$0 ﹤0.01%
4
1965
$0 ﹤0.01%
167
1966
$0 ﹤0.01%
7
1967
– –
-360
1968
$0 ﹤0.01%
35
+30
1969
– –
-1,200
1970
$0 ﹤0.01%
15
1971
$0 ﹤0.01%
25
1972
$0 ﹤0.01%
20
1973
– –
-12
1974
– –
0
1975
$0 ﹤0.01%
77
76 77 78
79
80