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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
$1.68B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,678
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$5.2M
3
+$5.05M
4
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$4.96M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.76M

Top Sells

1
+$11.1M
2
+$8.93M
3
+$3.87M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.56M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.24M

Sector Composition

1 Technology 11.07%
2 Financials 8.62%
3 Consumer Discretionary 8.59%
4 Healthcare 7.05%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$2K ﹤0.01%
300
2177
$2K ﹤0.01%
100
2178
$2K ﹤0.01%
+85
2179
$2K ﹤0.01%
49
2180
$2K ﹤0.01%
+52
2181
$2K ﹤0.01%
500
2182
$2K ﹤0.01%
+33
2183
$2K ﹤0.01%
53
-37
2184
$2K ﹤0.01%
72
2185
$2K ﹤0.01%
+92
2186
$2K ﹤0.01%
65
2187
$2K ﹤0.01%
156
+85
2188
$2K ﹤0.01%
41
-19
2189
$2K ﹤0.01%
590
2190
$2K ﹤0.01%
+27
2191
$2K ﹤0.01%
64
2192
$2K ﹤0.01%
12
2193
$2K ﹤0.01%
+44
2194
$2K ﹤0.01%
32
2195
$2K ﹤0.01%
+48
2196
$2K ﹤0.01%
+78
2197
$2K ﹤0.01%
43
2198
$2K ﹤0.01%
45
2199
$2K ﹤0.01%
93
+55
2200
$2K ﹤0.01%
+300
86 87
88
89 90