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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
2426
$3K ﹤0.01%
155
2427
$3K ﹤0.01%
170
-27
2428
$3K ﹤0.01%
20
2429
$3K ﹤0.01%
200
2430
$3K ﹤0.01%
155
2431
$3K ﹤0.01%
375
2432
$3K ﹤0.01%
200
2433
$3K ﹤0.01%
1,000
2434
$3K ﹤0.01%
272
-648
2435
$3K ﹤0.01%
1
2436
$3K ﹤0.01%
350
-2,300
2437
$3K ﹤0.01%
201
2438
$3K ﹤0.01%
3,007
2439
$3K ﹤0.01%
122
2440
$3K ﹤0.01%
93
2441
$3K ﹤0.01%
50
2442
$3K ﹤0.01%
73
2443
$3K ﹤0.01%
20
2444
$3K ﹤0.01%
78
2445
$3K ﹤0.01%
100
2446
$3K ﹤0.01%
1,000
2447
$3K ﹤0.01%
484
2448
$2K ﹤0.01%
80
+1
2449
$2K ﹤0.01%
51
+18
2450
$2K ﹤0.01%
560
+150
96 97
98
99 100