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
$5.46B
AUM Growth
-$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.36M
3
+$8.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.96M

Top Sells

1
+$17.9M
2
+$16.5M
3
+$13.7M
4
AVGO icon
Broadcom
AVGO
+$11.2M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$9.73M

Sector Composition

1 Technology 13.38%
2 Healthcare 7.35%
3 Financials 6.74%
4 Consumer Discretionary 6.31%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$1K ﹤0.01%
+45
3127
$1K ﹤0.01%
40
-375
3128
$1K ﹤0.01%
51
3129
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100
3130
$1K ﹤0.01%
608
-3,047
3131
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160
3132
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47
-267
3133
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+18
3134
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200
3135
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+300
3136
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72
3137
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60
3138
$1K ﹤0.01%
31
3139
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+34
3140
$1K ﹤0.01%
100
3141
$1K ﹤0.01%
500
3142
$1K ﹤0.01%
+31
3143
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+41
3144
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19
3145
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+66
3146
$1K ﹤0.01%
16
-250
3147
$1K ﹤0.01%
8
-14
3148
$1K ﹤0.01%
41
3149
$1K ﹤0.01%
600
3150
$1K ﹤0.01%
9
124 125
126
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