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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
1976
– –
-6,391
1977
– –
-300
1978
$0 ﹤0.01%
118
1979
$0 ﹤0.01%
36
1980
$0 ﹤0.01%
3
1981
$0 ﹤0.01%
6
1982
$0 ﹤0.01%
13
1983
$0 ﹤0.01%
250
1984
– –
-594
1985
$0 ﹤0.01%
2
1986
$0 ﹤0.01%
40
1987
$0 ﹤0.01%
37
1988
$0 ﹤0.01%
6
1989
$0 ﹤0.01%
14
1990
$0 ﹤0.01%
+41
1991
– –
0
1992
– –
-100
1993
$0 ﹤0.01%
+25
1994
– –
0
1995
– –
-1
1996
– –
-207
1997
– –
-3,780
1998
– –
-170
1999
– –
-85
2000
– –
-118
76 77 78 79
80