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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
2226
$2K ﹤0.01%
+84
2227
$2K ﹤0.01%
84
-28
2228
$2K ﹤0.01%
40
-36
2229
$2K ﹤0.01%
+400
2230
$2K ﹤0.01%
45
2231
$2K ﹤0.01%
156
2232
$2K ﹤0.01%
66
-184
2233
$2K ﹤0.01%
317
2234
$2K ﹤0.01%
177
+2
2235
$2K ﹤0.01%
196
+138
2236
$2K ﹤0.01%
+10
2237
$2K ﹤0.01%
+28
2238
$2K ﹤0.01%
28
2239
$2K ﹤0.01%
34
-703
2240
$2K ﹤0.01%
+57
2241
$2K ﹤0.01%
60
2242
$2K ﹤0.01%
14
2243
$2K ﹤0.01%
468
2244
$2K ﹤0.01%
75
2245
$2K ﹤0.01%
+176
2246
$2K ﹤0.01%
95
+21
2247
$2K ﹤0.01%
+33
2248
$2K ﹤0.01%
80
-52
2249
– –
0
2250
$2K ﹤0.01%
305
-434
88 89
90
91 92