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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
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$9.13M
3
+$9.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.71M
5
TSN icon
Tyson Foods
TSN
+$8.02M

Top Sells

1
+$11.5M
2
+$9.09M
3
+$6.13M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$5.34M
5
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$4.86M

Sector Composition

1 Technology 13.77%
2 Consumer Discretionary 7.41%
3 Healthcare 6.91%
4 Financials 5.72%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$4K ﹤0.01%
6
+2
2327
$4K ﹤0.01%
585
-956
2328
$4K ﹤0.01%
165
-220
2329
$4K ﹤0.01%
1,000
2330
$4K ﹤0.01%
28
2331
$4K ﹤0.01%
125
+74
2332
$4K ﹤0.01%
1,000
2333
$4K ﹤0.01%
456
+156
2334
$4K ﹤0.01%
102
+1
2335
$4K ﹤0.01%
65
2336
$4K ﹤0.01%
325
2337
$4K ﹤0.01%
+258
2338
$4K ﹤0.01%
600
2339
$4K ﹤0.01%
1,972
-291
2340
$4K ﹤0.01%
73
+37
2341
$4K ﹤0.01%
389
-2,158
2342
$4K ﹤0.01%
+149
2343
$4K ﹤0.01%
291
2344
$4K ﹤0.01%
110
2345
$4K ﹤0.01%
120
-34
2346
$4K ﹤0.01%
238
-5
2347
$4K ﹤0.01%
93
-1,216
2348
$4K ﹤0.01%
200
-130
2349
$4K ﹤0.01%
38
2350
$4K ﹤0.01%
184
92 93
94
95 96