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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
$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
1951
– –
-5,068
1952
– –
-2,016
1953
– –
-6,850
1954
– –
-130
1955
– –
-1,759
1956
– –
-230
1957
– –
-665
1958
– –
-6,400
1959
– –
-4,146
1960
– –
-17
1961
– –
-161
1962
– –
-29
1963
– –
-1,242
1964
– –
-20
1965
– –
-90
1966
– –
-177
1967
– –
-225
1968
– –
-156
1969
– –
-1,000
1970
– –
-1,385
1971
– –
-250
1972
– –
-201
1973
– –
-183
1974
– –
-1,494
1975
– –
-42
77 78
79
80 81