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
726
$34K ﹤0.01%
490
727
$34K ﹤0.01%
1,147
+35
728
$34K ﹤0.01%
2,450
729
$33K ﹤0.01%
650
730
$33K ﹤0.01%
2,301
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731
$33K ﹤0.01%
1,158
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732
$33K ﹤0.01%
505
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733
$33K ﹤0.01%
902
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734
$33K ﹤0.01%
5,031
+3,486
735
$33K ﹤0.01%
863
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736
$33K ﹤0.01%
460
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737
$33K ﹤0.01%
+730
738
$33K ﹤0.01%
403
739
$33K ﹤0.01%
3,343
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740
$33K ﹤0.01%
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741
$33K ﹤0.01%
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742
$33K ﹤0.01%
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743
$32K ﹤0.01%
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744
$32K ﹤0.01%
951
745
$32K ﹤0.01%
3,308
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746
$32K ﹤0.01%
2,120
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747
$32K ﹤0.01%
2,348
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748
$32K ﹤0.01%
1,000
+936
749
$32K ﹤0.01%
551
750
$31K ﹤0.01%
689
-59
28 29
30
31 32