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
701
$37K ﹤0.01%
+610
702
$37K ﹤0.01%
1,210
+886
703
$36K ﹤0.01%
500
704
$36K ﹤0.01%
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705
$36K ﹤0.01%
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706
$36K ﹤0.01%
+1,750
707
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261
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708
$35K ﹤0.01%
2,250
709
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515
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710
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711
$35K ﹤0.01%
4,000
712
$35K ﹤0.01%
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713
$35K ﹤0.01%
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714
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715
$35K ﹤0.01%
791
716
$35K ﹤0.01%
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$35K ﹤0.01%
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527
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719
$35K ﹤0.01%
1,174
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720
$35K ﹤0.01%
750
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721
$35K ﹤0.01%
1,218
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722
$35K ﹤0.01%
1,180
723
$34K ﹤0.01%
2,800
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724
$34K ﹤0.01%
384
-265
725
$34K ﹤0.01%
400
-49
27 28
29
30 31