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
1076
$9K ﹤0.01%
544
+11
1077
$9K ﹤0.01%
+1,500
1078
$9K ﹤0.01%
675
1079
$9K ﹤0.01%
856
+56
1080
$9K ﹤0.01%
325
+75
1081
$9K ﹤0.01%
160
-30
1082
$9K ﹤0.01%
+400
1083
$9K ﹤0.01%
+270
1084
$9K ﹤0.01%
+300
1085
$9K ﹤0.01%
180
-217
1086
$8K ﹤0.01%
170
1087
$8K ﹤0.01%
507
+462
1088
$8K ﹤0.01%
97
1089
$8K ﹤0.01%
100
1090
$8K ﹤0.01%
515
1091
$8K ﹤0.01%
142
+18
1092
$8K ﹤0.01%
216
+186
1093
$8K ﹤0.01%
538
+6
1094
$8K ﹤0.01%
50
-15
1095
$8K ﹤0.01%
274
1096
$8K ﹤0.01%
500
1097
$8K ﹤0.01%
153
+22
1098
$8K ﹤0.01%
498
+142
1099
$8K ﹤0.01%
468
1100
$8K ﹤0.01%
400
+265
42 43
44
45 46