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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
926
$16K ﹤0.01%
184
-58
927
$16K ﹤0.01%
82
928
$16K ﹤0.01%
1,455
+955
929
$16K ﹤0.01%
+1,093
930
$16K ﹤0.01%
130
931
$16K ﹤0.01%
157
+103
932
$16K ﹤0.01%
409
+144
933
$16K ﹤0.01%
922
-105
934
$16K ﹤0.01%
1,125
935
$16K ﹤0.01%
112
-48
936
$15K ﹤0.01%
95
937
$15K ﹤0.01%
2,501
938
$15K ﹤0.01%
290
939
$15K ﹤0.01%
+1,000
940
$15K ﹤0.01%
920
941
$15K ﹤0.01%
1,773
942
$15K ﹤0.01%
1,410
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943
$15K ﹤0.01%
217
-58
944
$15K ﹤0.01%
390
945
$15K ﹤0.01%
1,554
946
$15K ﹤0.01%
178
947
$15K ﹤0.01%
306
+92
948
$15K ﹤0.01%
132
-83
949
$15K ﹤0.01%
801
950
$15K ﹤0.01%
547
+489
36 37
38
39 40