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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
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$9.13M
3
+$9.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.71M
5
TSN icon
Tyson Foods
TSN
+$8.02M

Top Sells

1
+$11.5M
2
+$9.09M
3
+$6.13M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$4.86M

Sector Composition

1 Technology 13.77%
2 Consumer Discretionary 7.41%
3 Healthcare 6.91%
4 Financials 5.72%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$5K ﹤0.01%
+150
2252
$5K ﹤0.01%
262
2253
$5K ﹤0.01%
+300
2254
$5K ﹤0.01%
2,600
2255
$5K ﹤0.01%
3,231
-862
2256
$5K ﹤0.01%
250
2257
$5K ﹤0.01%
1,217
+427
2258
$5K ﹤0.01%
525
2259
$5K ﹤0.01%
461
2260
$5K ﹤0.01%
1,000
2261
$5K ﹤0.01%
300
2262
$5K ﹤0.01%
42
2263
$5K ﹤0.01%
+420
2264
$5K ﹤0.01%
200
2265
$5K ﹤0.01%
193
2266
$5K ﹤0.01%
180
-3,329
2267
$5K ﹤0.01%
517
2268
$5K ﹤0.01%
71
2269
$5K ﹤0.01%
113
2270
$5K ﹤0.01%
187
+49
2271
$5K ﹤0.01%
546
-163
2272
$5K ﹤0.01%
26
-109
2273
$5K ﹤0.01%
108
2274
$5K ﹤0.01%
126
+1
2275
$5K ﹤0.01%
175
89 90
91
92 93