SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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
2326
$2K ﹤0.01%
+180
2327
$2K ﹤0.01%
77
-43
2328
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200
2329
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20
2330
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200
-3,601
2331
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155
+6
2332
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375
2333
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15
2334
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1,106
-2,032
2335
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2336
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2337
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1
2338
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51
2339
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325
2340
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600
2341
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2342
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2343
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65
2344
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+50
2345
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123
2346
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50
-51
2347
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88
2348
$1K ﹤0.01%
661
2349
$1K ﹤0.01%
180
2350
$1K ﹤0.01%
12
92 93
94
95 96