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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
$1.68B
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
2351
$1K ﹤0.01%
18
-16
2352
$1K ﹤0.01%
17
2353
$1K ﹤0.01%
+145
2354
$1K ﹤0.01%
31
2355
$1K ﹤0.01%
+118
2356
$1K ﹤0.01%
72
2357
$1K ﹤0.01%
29
+17
2358
$1K ﹤0.01%
649
2359
$1K ﹤0.01%
1
2360
$1K ﹤0.01%
+34
2361
$1K ﹤0.01%
+24
2362
$1K ﹤0.01%
8
2363
$1K ﹤0.01%
20
2364
$1K ﹤0.01%
+41
2365
– –
0
2366
$1K ﹤0.01%
10
-11
2367
$1K ﹤0.01%
13
2368
$1K ﹤0.01%
+16
2369
$1K ﹤0.01%
+143
2370
$1K ﹤0.01%
57
2371
$1K ﹤0.01%
33
-25
2372
$1K ﹤0.01%
200
2373
$1K ﹤0.01%
+23
2374
$1K ﹤0.01%
+500
2375
$1K ﹤0.01%
66
93 94
95
96 97