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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
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$9.13M
3
+$9.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.71M
5
TSN icon
Tyson Foods
TSN
+$8.02M

Top Sells

1
+$11.5M
2
+$9.09M
3
+$6.13M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$4.86M

Sector Composition

1 Technology 13.77%
2 Consumer Discretionary 7.41%
3 Healthcare 6.91%
4 Financials 5.72%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$12K ﹤0.01%
1,000
1977
$12K ﹤0.01%
815
-471
1978
$12K ﹤0.01%
2,231
+19
1979
$12K ﹤0.01%
+1,500
1980
$12K ﹤0.01%
+2,833
1981
$12K ﹤0.01%
+730
1982
$12K ﹤0.01%
+400
1983
$12K ﹤0.01%
+1,200
1984
$12K ﹤0.01%
253
+3
1985
$12K ﹤0.01%
453
-92
1986
$12K ﹤0.01%
159
-100
1987
$12K ﹤0.01%
+1,660
1988
$11K ﹤0.01%
+300
1989
$11K ﹤0.01%
66
1990
$11K ﹤0.01%
1,228
1991
$11K ﹤0.01%
533
1992
$11K ﹤0.01%
150
-650
1993
$11K ﹤0.01%
140
1994
$11K ﹤0.01%
262
1995
$11K ﹤0.01%
500
-500
1996
$11K ﹤0.01%
58
-7
1997
$11K ﹤0.01%
151
+1
1998
$11K ﹤0.01%
80
-7
1999
$11K ﹤0.01%
692
-1,204
2000
$11K ﹤0.01%
115
78 79
80
81 82