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
826
$23K ﹤0.01%
337
827
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168
828
$22K ﹤0.01%
17
829
$22K ﹤0.01%
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830
$22K ﹤0.01%
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$22K ﹤0.01%
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832
$22K ﹤0.01%
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$22K ﹤0.01%
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$22K ﹤0.01%
787
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$22K ﹤0.01%
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$22K ﹤0.01%
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837
$22K ﹤0.01%
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838
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839
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$21K ﹤0.01%
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$21K ﹤0.01%
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$21K ﹤0.01%
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$21K ﹤0.01%
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846
$21K ﹤0.01%
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$21K ﹤0.01%
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$21K ﹤0.01%
813
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$21K ﹤0.01%
500
850
$21K ﹤0.01%
280
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34
35 36