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
2876
$3.53K ﹤0.01%
1,000
2877
$3.52K ﹤0.01%
219
2878
$3.5K ﹤0.01%
2,085
-7,766
2879
$3.5K ﹤0.01%
64
2880
$3.5K ﹤0.01%
500
2881
$3.5K ﹤0.01%
74
2882
$3.48K ﹤0.01%
375
2883
$3.48K ﹤0.01%
406
2884
$3.48K ﹤0.01%
235
2885
$3.46K ﹤0.01%
1,075
-271
2886
$3.46K ﹤0.01%
360
-31
2887
$3.45K ﹤0.01%
+83
2888
$3.45K ﹤0.01%
115
2889
$3.45K ﹤0.01%
151
+100
2890
$3.42K ﹤0.01%
1,025
2891
$3.41K ﹤0.01%
59
-192
2892
$3.4K ﹤0.01%
274
2893
$3.39K ﹤0.01%
39
2894
$3.39K ﹤0.01%
162
2895
$3.38K ﹤0.01%
250
2896
$3.38K ﹤0.01%
64
2897
$3.36K ﹤0.01%
176
2898
$3.36K ﹤0.01%
230
2899
$3.33K ﹤0.01%
97
2900
$3.29K ﹤0.01%
125
114 115
116
117 118