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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
$2.1B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,840
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.3M
3
+$15.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.9M
5
BIDU icon
Baidu
BIDU
+$9.31M

Top Sells

1
+$11M
2
+$8.85M
3
+$5.53M
4
T icon
AT&T
T
+$3.96M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.37M

Sector Composition

1 Technology 11.48%
2 Financials 8.06%
3 Consumer Discretionary 7.75%
4 Healthcare 7.15%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$5K ﹤0.01%
250
2102
$5K ﹤0.01%
217
2103
$5K ﹤0.01%
200
2104
$5K ﹤0.01%
1,000
2105
$5K ﹤0.01%
161
2106
$5K ﹤0.01%
160
-1,015
2107
$5K ﹤0.01%
+55
2108
$5K ﹤0.01%
35
-25
2109
$5K ﹤0.01%
255
2110
$5K ﹤0.01%
240
2111
$5K ﹤0.01%
250
-6,900
2112
$5K ﹤0.01%
80
2113
$5K ﹤0.01%
+200
2114
$5K ﹤0.01%
228
2115
$5K ﹤0.01%
+79
2116
$5K ﹤0.01%
299
2117
$5K ﹤0.01%
325
2118
$5K ﹤0.01%
+100
2119
$5K ﹤0.01%
60
+16
2120
$5K ﹤0.01%
156
+28
2121
$5K ﹤0.01%
124
2122
$5K ﹤0.01%
552
-1,815
2123
$5K ﹤0.01%
600
2124
$5K ﹤0.01%
2,935
+2,000
2125
$5K ﹤0.01%
790
83 84
85
86 87