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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
$2.73B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.27M
3
+$6.94M
4
NFLX icon
Netflix
NFLX
+$6.75M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.56M

Top Sells

1
+$37.2M
2
+$14.7M
3
+$13.9M
4
UNH icon
UnitedHealth
UNH
+$10.1M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.78M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.92%
3 Consumer Discretionary 6.67%
4 Financials 6.03%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$1K ﹤0.01%
72
+14
2452
$1K ﹤0.01%
79
+1
2453
$1K ﹤0.01%
+33
2454
$1K ﹤0.01%
400
2455
$1K ﹤0.01%
101
2456
$1K ﹤0.01%
106
+86
2457
$0 ﹤0.01%
130
2458
– –
-300
2459
$0 ﹤0.01%
85
2460
– –
-2
2461
$0 ﹤0.01%
18
-2,184
2462
– –
-2
2463
$0 ﹤0.01%
13
2464
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-31
2465
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-35
2466
$0 ﹤0.01%
66
2467
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-400
2468
$0 ﹤0.01%
150
2469
$0 ﹤0.01%
1,000
2470
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-1
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$0 ﹤0.01%
160
2472
$0 ﹤0.01%
200
2473
$0 ﹤0.01%
100
2474
$0 ﹤0.01%
3
2475
– –
-48
97 98
99
100 101