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
901
$18K ﹤0.01%
584
902
$18K ﹤0.01%
+395
903
$17K ﹤0.01%
424
904
$17K ﹤0.01%
533
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$17K ﹤0.01%
8,118
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906
$17K ﹤0.01%
98
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$17K ﹤0.01%
438
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908
$17K ﹤0.01%
+825
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$17K ﹤0.01%
330
910
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406
911
$17K ﹤0.01%
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912
$17K ﹤0.01%
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913
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$17K ﹤0.01%
725
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915
$17K ﹤0.01%
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916
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919
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
249
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924
$16K ﹤0.01%
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925
$16K ﹤0.01%
333
35 36
37
38 39