SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,459
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$8.04M
3
+$5.23M
4
AVGO icon
Broadcom
AVGO
+$5.2M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.53M

Top Sells

1
+$9.31M
2
+$4.42M
3
+$3.79M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.01M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.74M

Sector Composition

1 Technology 10.3%
2 Financials 8.85%
3 Consumer Discretionary 8.12%
4 Healthcare 6.64%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$1K ﹤0.01%
+21
2152
$1K ﹤0.01%
57
2153
$1K ﹤0.01%
+35
2154
$1K ﹤0.01%
20
2155
$1K ﹤0.01%
19
2156
$1K ﹤0.01%
+58
2157
$1K ﹤0.01%
+100
2158
$1K ﹤0.01%
41
2159
$1K ﹤0.01%
66
2160
$1K ﹤0.01%
50
2161
$1K ﹤0.01%
100
2162
$1K ﹤0.01%
+24
2163
$1K ﹤0.01%
+18
2164
$1K ﹤0.01%
56
2165
$1K ﹤0.01%
118
2166
$1K ﹤0.01%
+61
2167
$1K ﹤0.01%
+82
2168
$1K ﹤0.01%
28
2169
$1K ﹤0.01%
+80
2170
$1K ﹤0.01%
+30
2171
$1K ﹤0.01%
61
2172
$1K ﹤0.01%
+12
2173
$1K ﹤0.01%
+48
2174
$1K ﹤0.01%
12
2175
$1K ﹤0.01%
+170
85 86
87
88 89