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
776
$29K ﹤0.01%
671
-81
777
$28K ﹤0.01%
237
778
$28K ﹤0.01%
+894
779
$28K ﹤0.01%
458
-41
780
$28K ﹤0.01%
256
+165
781
$28K ﹤0.01%
200
782
$27K ﹤0.01%
400
783
$27K ﹤0.01%
+1,267
784
$27K ﹤0.01%
1,722
785
$27K ﹤0.01%
2,172
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786
$26K ﹤0.01%
58
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787
$26K ﹤0.01%
53
788
$26K ﹤0.01%
396
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789
$26K ﹤0.01%
414
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790
$26K ﹤0.01%
597
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$26K ﹤0.01%
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792
$26K ﹤0.01%
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793
$26K ﹤0.01%
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794
$26K ﹤0.01%
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795
$26K ﹤0.01%
806
796
$26K ﹤0.01%
2,627
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797
$26K ﹤0.01%
1,020
+600
798
$26K ﹤0.01%
560
799
$26K ﹤0.01%
434
+171
800
$25K ﹤0.01%
1,615
30 31
32
33 34