We are live on ! Find out more
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
2326
$1K ﹤0.01%
270
-146
2327
$1K ﹤0.01%
+18
2328
$1K ﹤0.01%
+15
2329
$1K ﹤0.01%
+53
2330
$1K ﹤0.01%
108
2331
$1K ﹤0.01%
+62
2332
$1K ﹤0.01%
+134
2333
$1K ﹤0.01%
8
2334
$1K ﹤0.01%
435
-600
2335
$1K ﹤0.01%
20
-14
2336
$1K ﹤0.01%
+333
2337
$1K ﹤0.01%
100
2338
$1K ﹤0.01%
14
2339
$1K ﹤0.01%
200
2340
$1K ﹤0.01%
+108
2341
$1K ﹤0.01%
30
2342
$1K ﹤0.01%
+115
2343
$1K ﹤0.01%
100
2344
$1K ﹤0.01%
+8
2345
$1K ﹤0.01%
40
2346
$1K ﹤0.01%
18
+5
2347
$1K ﹤0.01%
23
2348
$1K ﹤0.01%
+77
2349
$1K ﹤0.01%
+33
2350
$1K ﹤0.01%
+38
92 93
94
95 96