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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
2276
$2K ﹤0.01%
+141
2277
$2K ﹤0.01%
20
2278
$2K ﹤0.01%
+39
2279
$2K ﹤0.01%
+50
2280
$2K ﹤0.01%
18
2281
$2K ﹤0.01%
130
2282
$2K ﹤0.01%
+93
2283
$2K ﹤0.01%
51
-41
2284
$1K ﹤0.01%
33
-23
2285
$1K ﹤0.01%
10
2286
$1K ﹤0.01%
3
2287
$1K ﹤0.01%
200
2288
$1K ﹤0.01%
172
+3
2289
$1K ﹤0.01%
55
2290
$1K ﹤0.01%
10
-23
2291
$1K ﹤0.01%
+65
2292
$1K ﹤0.01%
105
2293
$1K ﹤0.01%
9
2294
$1K ﹤0.01%
+53
2295
$1K ﹤0.01%
47
2296
$1K ﹤0.01%
200
2297
$1K ﹤0.01%
+30
2298
$1K ﹤0.01%
105
2299
$1K ﹤0.01%
22
-22
2300
$1K ﹤0.01%
104
-66
90 91
92
93 94