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
801
$25K ﹤0.01%
266
+52
802
$25K ﹤0.01%
403
803
$25K ﹤0.01%
778
-2,209
804
$25K ﹤0.01%
254
+123
805
$25K ﹤0.01%
20
806
$25K ﹤0.01%
450
+88
807
$24K ﹤0.01%
600
808
$24K ﹤0.01%
200
809
$24K ﹤0.01%
320
-79
810
$24K ﹤0.01%
151
+10
811
$24K ﹤0.01%
563
812
$24K ﹤0.01%
700
813
$24K ﹤0.01%
+1,325
814
$24K ﹤0.01%
660
+10
815
$24K ﹤0.01%
438
816
$23K ﹤0.01%
+1,000
817
$23K ﹤0.01%
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818
$23K ﹤0.01%
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819
$23K ﹤0.01%
400
820
$23K ﹤0.01%
209
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821
$23K ﹤0.01%
221
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822
$23K ﹤0.01%
+346
823
$23K ﹤0.01%
+200
824
$23K ﹤0.01%
600
825
$23K ﹤0.01%
1,069
+469
31 32
33
34 35