SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.88B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,537
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.5M
3
+$15.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$14.4M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$12.8M

Top Sells

1
+$15.1M
2
+$11.5M
3
+$11.5M
4
BND icon
Vanguard Total Bond Market
BND
+$10.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$10.1M

Sector Composition

1 Technology 11.38%
2 Healthcare 7.41%
3 Financials 6.9%
4 Energy 5.55%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$6.92K ﹤0.01%
500
2652
$6.91K ﹤0.01%
672
-272
2653
$6.88K ﹤0.01%
3,955
2654
$6.88K ﹤0.01%
1,122
2655
$6.85K ﹤0.01%
144
-126
2656
$6.84K ﹤0.01%
285
-600
2657
$6.83K ﹤0.01%
51
2658
$6.83K ﹤0.01%
1,025
2659
$6.82K ﹤0.01%
517
2660
$6.82K ﹤0.01%
218
+83
2661
$6.81K ﹤0.01%
771
2662
$6.8K ﹤0.01%
500
2663
$6.78K ﹤0.01%
700
2664
$6.78K ﹤0.01%
1,500
2665
$6.73K ﹤0.01%
153
2666
$6.7K ﹤0.01%
162
2667
$6.69K ﹤0.01%
2,721
-108
2668
$6.67K ﹤0.01%
300
-550
2669
$6.66K ﹤0.01%
180
2670
$6.64K ﹤0.01%
198
-2
2671
$6.63K ﹤0.01%
234
-76
2672
$6.53K ﹤0.01%
600
-731
2673
$6.51K ﹤0.01%
46
-12
2674
$6.51K ﹤0.01%
930
2675
$6.5K ﹤0.01%
77
105 106
107
108 109