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
1951
$3K ﹤0.01%
+135
1952
$3K ﹤0.01%
28
1953
$3K ﹤0.01%
+200
1954
$3K ﹤0.01%
250
1955
$3K ﹤0.01%
102
1956
$3K ﹤0.01%
1,000
1957
$3K ﹤0.01%
66
1958
$3K ﹤0.01%
181
+69
1959
$3K ﹤0.01%
84
+15
1960
$3K ﹤0.01%
+162
1961
$3K ﹤0.01%
80
+7
1962
$3K ﹤0.01%
85
1963
$3K ﹤0.01%
+300
1964
$3K ﹤0.01%
1,000
-400
1965
$3K ﹤0.01%
+96
1966
$3K ﹤0.01%
300
1967
$3K ﹤0.01%
+125
1968
$3K ﹤0.01%
+150
1969
$2K ﹤0.01%
+200
1970
$2K ﹤0.01%
+80
1971
$2K ﹤0.01%
+56
1972
$2K ﹤0.01%
200
1973
$2K ﹤0.01%
130
1974
$2K ﹤0.01%
180
1975
$2K ﹤0.01%
+500
77 78
79
80 81