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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
$1.68B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,678
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$5.2M
3
+$5.05M
4
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$4.96M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.76M

Top Sells

1
+$11.1M
2
+$8.93M
3
+$3.87M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.56M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.24M

Sector Composition

1 Technology 11.07%
2 Financials 8.62%
3 Consumer Discretionary 8.59%
4 Healthcare 7.05%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$5K ﹤0.01%
400
1977
$5K ﹤0.01%
702
+1
1978
$5K ﹤0.01%
700
1979
$5K ﹤0.01%
124
1980
$5K ﹤0.01%
600
1981
$5K ﹤0.01%
+120
1982
$5K ﹤0.01%
+461
1983
$5K ﹤0.01%
+340
1984
$5K ﹤0.01%
68
+18
1985
$5K ﹤0.01%
250
1986
$5K ﹤0.01%
153
-285
1987
$5K ﹤0.01%
65
-20
1988
$5K ﹤0.01%
400
1989
$5K ﹤0.01%
64
-37
1990
$5K ﹤0.01%
46
1991
$5K ﹤0.01%
42
1992
$5K ﹤0.01%
200
1993
$5K ﹤0.01%
515
+193
1994
$5K ﹤0.01%
57
1995
$5K ﹤0.01%
+137
1996
$5K ﹤0.01%
462
+258
1997
$5K ﹤0.01%
66
-1,082
1998
$5K ﹤0.01%
84
-3
1999
$5K ﹤0.01%
+150
2000
$5K ﹤0.01%
260
+183
78 79
80
81 82