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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
$2.73B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.27M
3
+$6.94M
4
NFLX icon
Netflix
NFLX
+$6.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.56M

Top Sells

1
+$37.2M
2
+$14.7M
3
+$13.9M
4
UNH icon
UnitedHealth
UNH
+$10.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.78M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.92%
3 Consumer Discretionary 6.67%
4 Financials 6.03%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$4K ﹤0.01%
220
2177
$4K ﹤0.01%
50
2178
$4K ﹤0.01%
52
-29
2179
$4K ﹤0.01%
63
2180
$4K ﹤0.01%
57
2181
$4K ﹤0.01%
613
-711
2182
$4K ﹤0.01%
200
2183
$4K ﹤0.01%
500
2184
$4K ﹤0.01%
71
2185
$3K ﹤0.01%
+1,000
2186
$3K ﹤0.01%
148
2187
$3K ﹤0.01%
256
2188
$3K ﹤0.01%
339
-36
2189
$3K ﹤0.01%
99
2190
$3K ﹤0.01%
50
2191
$3K ﹤0.01%
92
-929
2192
$3K ﹤0.01%
+100
2193
$3K ﹤0.01%
1,023
2194
$3K ﹤0.01%
161
-217
2195
$3K ﹤0.01%
200
2196
$3K ﹤0.01%
100
-100
2197
$3K ﹤0.01%
1,000
2198
$3K ﹤0.01%
44
2199
$3K ﹤0.01%
166
-8
2200
$3K ﹤0.01%
165
86 87
88
89 90