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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
2126
$5K ﹤0.01%
461
2127
$5K ﹤0.01%
+2
2128
$5K ﹤0.01%
400
2129
$5K ﹤0.01%
64
2130
$5K ﹤0.01%
100
+34
2131
$5K ﹤0.01%
200
2132
$5K ﹤0.01%
515
2133
$5K ﹤0.01%
462
2134
$5K ﹤0.01%
260
-97
2135
$5K ﹤0.01%
400
2136
$5K ﹤0.01%
300
-4,000
2137
$5K ﹤0.01%
833
+166
2138
$5K ﹤0.01%
+300
2139
$5K ﹤0.01%
279
-417
2140
$5K ﹤0.01%
70
+24
2141
$5K ﹤0.01%
158
+24
2142
$5K ﹤0.01%
+67
2143
$5K ﹤0.01%
88
2144
$5K ﹤0.01%
941
-311
2145
$5K ﹤0.01%
48
2146
$5K ﹤0.01%
35
2147
$5K ﹤0.01%
42
-400
2148
$5K ﹤0.01%
+172
2149
$5K ﹤0.01%
200
2150
$5K ﹤0.01%
158
+101
84 85
86
87 88