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
$219M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$6.9M
3 +$6.42M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$5.33M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$5.31M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.97%
2 Technology 8.21%
3 Industrials 7.4%
4 Energy 6.95%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$5K ﹤0.01%
+60
652
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+398
653
$5K ﹤0.01%
+1,010
654
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655
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656
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657
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658
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+500
659
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+532
660
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661
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662
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663
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664
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665
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666
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667
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668
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669
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670
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+57
671
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+90
672
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+269
673
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+49
674
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+875
675
$5K ﹤0.01%
+57