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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
2376
$3K ﹤0.01%
51
-25
2377
$3K ﹤0.01%
123
2378
$3K ﹤0.01%
50
2379
$3K ﹤0.01%
270
2380
$3K ﹤0.01%
55
+1
2381
$3K ﹤0.01%
100
2382
$3K ﹤0.01%
101
2383
$3K ﹤0.01%
68
2384
$3K ﹤0.01%
73
2385
$3K ﹤0.01%
+50
2386
$3K ﹤0.01%
87
2387
$3K ﹤0.01%
60
-17
2388
$3K ﹤0.01%
1,025
2389
$3K ﹤0.01%
200
2390
$3K ﹤0.01%
15
2391
$3K ﹤0.01%
80
+15
2392
$3K ﹤0.01%
+200
2393
$3K ﹤0.01%
85
-76
2394
$3K ﹤0.01%
69
2395
$3K ﹤0.01%
+200
2396
$3K ﹤0.01%
110
2397
$3K ﹤0.01%
400
-150
2398
$3K ﹤0.01%
56
2399
$3K ﹤0.01%
132
-101
2400
$3K ﹤0.01%
+375
94 95
96
97 98