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
$2.1B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,840
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$17.3M
3
+$15.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.9M
5
BIDU icon
Baidu
BIDU
+$9.31M

Top Sells

1
+$11M
2
+$8.85M
3
+$5.53M
4
T icon
AT&T
T
+$3.96M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.37M

Sector Composition

1 Technology 11.48%
2 Financials 8.06%
3 Consumer Discretionary 7.75%
4 Healthcare 7.15%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$2K ﹤0.01%
18
2402
$2K ﹤0.01%
60
2403
$2K ﹤0.01%
+38
2404
$2K ﹤0.01%
+35
2405
$2K ﹤0.01%
75
2406
$2K ﹤0.01%
+20
2407
$2K ﹤0.01%
95
2408
– –
0
2409
$2K ﹤0.01%
661
2410
$2K ﹤0.01%
158
2411
– –
0
2412
$2K ﹤0.01%
70
-1,596
2413
$2K ﹤0.01%
+29
2414
$2K ﹤0.01%
+100
2415
$2K ﹤0.01%
115
+36
2416
$2K ﹤0.01%
35
2417
$2K ﹤0.01%
47
-35
2418
$2K ﹤0.01%
+1,000
2419
$2K ﹤0.01%
47
-33
2420
$2K ﹤0.01%
20
-20
2421
$2K ﹤0.01%
45
2422
$2K ﹤0.01%
50
2423
$2K ﹤0.01%
+83
2424
$2K ﹤0.01%
18
-4
2425
$2K ﹤0.01%
20
95 96
97
98 99