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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
$1.46B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,459
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$8.04M
3
+$5.23M
4
AVGO icon
Broadcom
AVGO
+$5.2M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.53M

Top Sells

1
+$9.31M
2
+$4.42M
3
+$3.79M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.01M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.74M

Sector Composition

1 Technology 10.3%
2 Financials 8.85%
3 Consumer Discretionary 8.12%
4 Healthcare 6.64%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$0 ﹤0.01%
+200
2327
$0 ﹤0.01%
600
2328
– –
-75
2329
$0 ﹤0.01%
22
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2330
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-39
2331
$0 ﹤0.01%
54
2332
$0 ﹤0.01%
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2333
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2334
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2335
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1
2336
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-1,739
2338
$0 ﹤0.01%
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10
2340
$0 ﹤0.01%
18
2341
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2342
– –
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2343
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$0 ﹤0.01%
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16
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2348
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+6
2349
$0 ﹤0.01%
+19
2350
– –
-21
92 93
94
95 96