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
2851
$3.88K ﹤0.01%
1,000
2852
$3.87K ﹤0.01%
51
2853
$3.84K ﹤0.01%
150
-300
2854
$3.84K ﹤0.01%
123
2855
$3.82K ﹤0.01%
24
2856
$3.8K ﹤0.01%
100
2857
$3.8K ﹤0.01%
2,000
-1,000
2858
$3.79K ﹤0.01%
130
2859
$3.78K ﹤0.01%
136
2860
$3.74K ﹤0.01%
347
+7
2861
$3.72K ﹤0.01%
262
2862
$3.7K ﹤0.01%
130
2863
$3.68K ﹤0.01%
57
2864
$3.67K ﹤0.01%
268
2865
$3.66K ﹤0.01%
177
2866
$3.65K ﹤0.01%
+100
2867
$3.63K ﹤0.01%
100
2868
$3.62K ﹤0.01%
34
2869
$3.62K ﹤0.01%
400
2870
$3.6K ﹤0.01%
106
2871
$3.6K ﹤0.01%
185
-41,486
2872
$3.59K ﹤0.01%
141
2873
$3.58K ﹤0.01%
500
2874
$3.58K ﹤0.01%
160
2875
$3.56K ﹤0.01%
200
113 114
115
116 117