We are live on ! Find out more
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
$10.8B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,899
New
Increased
Reduced
Closed

Top Buys

1
+$35.4M
2
+$28.6M
3
+$28M
4
AAPL icon
Apple
AAPL
+$28M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$23.1M

Top Sells

1
+$20.6M
2
+$17.6M
3
+$14.9M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$13.3M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$13M

Sector Composition

1 Technology 16.79%
2 Financials 7.18%
3 Consumer Discretionary 6.31%
4 Healthcare 5.94%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3876
– –
-44
3877
– –
-250
3878
– –
-300
3879
– –
-35,000
3880
– –
-500
3881
– –
-9
3882
– –
-58
3883
– –
0
3884
– –
-12
3885
– –
-108
3886
– –
-812
3887
– –
-1
3888
– –
-39,710
3889
– –
-148
3890
– –
-85
3891
– –
-25
3892
– –
-666
3893
– –
-20
3894
– –
-3
152 153 154 155
156