SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
2276
$2K ﹤0.01%
100
2277
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+74
2278
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36
2279
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78
2280
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26
2281
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86
-46
2282
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+1
2283
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2284
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208
2285
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+37
2286
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270
2287
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54
2288
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+100
2289
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1,000
2290
$2K ﹤0.01%
251
2291
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76
2292
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101
+1
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18
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68
-112
2295
$2K ﹤0.01%
2,565
+130
2296
$2K ﹤0.01%
101
-100
2297
$2K ﹤0.01%
150
2298
$2K ﹤0.01%
790
-46,635
2299
$2K ﹤0.01%
+180
2300
$2K ﹤0.01%
77
-43
90 91
92
93 94