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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
+$8.69M
2
+$8.44M
3
+$6.76M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.65M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.01M

Top Sells

1
+$7.66M
2
+$6.37M
3
+$4.06M
4
SYF icon
Synchrony
SYF
+$3.03M
5
WFC icon
Wells Fargo
WFC
+$2.91M

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
876
$19K ﹤0.01%
189
-36
877
$19K ﹤0.01%
309
-100
878
$19K ﹤0.01%
1,334
+332
879
$19K ﹤0.01%
3,592
-8,615
880
$19K ﹤0.01%
875
881
$19K ﹤0.01%
+228
882
$19K ﹤0.01%
196
883
$19K ﹤0.01%
717
+331
884
$19K ﹤0.01%
297
+152
885
$19K ﹤0.01%
255
+181
886
$19K ﹤0.01%
110
887
$19K ﹤0.01%
500
888
$18K ﹤0.01%
+719
889
$18K ﹤0.01%
921
+7
890
$18K ﹤0.01%
1,412
891
$18K ﹤0.01%
+395
892
$18K ﹤0.01%
1,098
+4
893
$18K ﹤0.01%
411
+300
894
$18K ﹤0.01%
+130
895
$18K ﹤0.01%
303
896
$18K ﹤0.01%
375
-125
897
$18K ﹤0.01%
+2,978
898
$18K ﹤0.01%
+5,000
899
$18K ﹤0.01%
180
900
$18K ﹤0.01%
610
34 35
36
37 38