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
701
$4K ﹤0.01%
+114
702
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+507
703
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+252
704
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705
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706
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707
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708
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+200
709
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710
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711
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+104
712
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713
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714
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715
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716
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717
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719
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+27
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+27
721
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+200
722
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+200
723
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+200
724
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+24
725
$3K ﹤0.01%
+580