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
751
$31K ﹤0.01%
1,374
-212
752
$31K ﹤0.01%
279
+250
753
$31K ﹤0.01%
+237
754
$31K ﹤0.01%
375
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755
$31K ﹤0.01%
3,155
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756
$31K ﹤0.01%
354
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$30K ﹤0.01%
851
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758
$30K ﹤0.01%
169
-4
759
$30K ﹤0.01%
2,082
+500
760
$30K ﹤0.01%
334
761
$30K ﹤0.01%
774
762
$30K ﹤0.01%
1,745
763
$30K ﹤0.01%
600
764
$30K ﹤0.01%
232
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765
$29K ﹤0.01%
3,780
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766
$29K ﹤0.01%
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$29K ﹤0.01%
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768
$29K ﹤0.01%
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769
$29K ﹤0.01%
3,610
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770
$29K ﹤0.01%
782
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771
$29K ﹤0.01%
+1,077
772
$29K ﹤0.01%
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773
$29K ﹤0.01%
308
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774
$29K ﹤0.01%
821
+478
775
$29K ﹤0.01%
2,270
29 30
31
32 33