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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
2151
$5K ﹤0.01%
2,200
-1,800
2152
$5K ﹤0.01%
400
2153
$5K ﹤0.01%
145
2154
$5K ﹤0.01%
+87
2155
$5K ﹤0.01%
3
2156
$5K ﹤0.01%
70
2157
$5K ﹤0.01%
135
2158
$5K ﹤0.01%
700
2159
$5K ﹤0.01%
146
2160
$4K ﹤0.01%
46
2161
$4K ﹤0.01%
+181
2162
$4K ﹤0.01%
22
-11
2163
$4K ﹤0.01%
+60
2164
$4K ﹤0.01%
253
+84
2165
$4K ﹤0.01%
21
-13
2166
$4K ﹤0.01%
50
-113
2167
$4K ﹤0.01%
600
2168
$4K ﹤0.01%
4,971
2169
$4K ﹤0.01%
+206
2170
$4K ﹤0.01%
249
2171
$4K ﹤0.01%
+103
2172
$4K ﹤0.01%
31
2173
$4K ﹤0.01%
200
-200
2174
$4K ﹤0.01%
71
+22
2175
$4K ﹤0.01%
180
85 86
87
88 89