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
$890M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,810
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$8.59M
3
+$6.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.66M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.06M

Top Sells

1
+$7.74M
2
+$6.43M
3
+$4.35M
4
SYF icon
Synchrony
SYF
+$3.04M
5
WFC icon
Wells Fargo
WFC
+$3.01M

Sector Composition

1 Technology 9.71%
2 Financials 8.17%
3 Consumer Discretionary 7.55%
4 Communication Services 7.03%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$71K 0.01%
21
552
$71K 0.01%
1,239
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553
$70K 0.01%
602
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554
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555
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1,471
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557
$68K 0.01%
895
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558
$68K 0.01%
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559
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560
$65K 0.01%
392
561
$65K 0.01%
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562
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563
$65K 0.01%
3,027
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564
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2,733
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565
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+4,810
566
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567
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570
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572
$63K 0.01%
2,150
573
$63K 0.01%
1,765
+310
574
– –
0
575
$63K 0.01%
2,188
21 22
23
24 25