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
1126
$7K ﹤0.01%
+200
1127
$7K ﹤0.01%
458
+130
1128
$7K ﹤0.01%
425
+390
1129
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158
1130
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362
-60
1131
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1132
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1133
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550
1134
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1135
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500
1136
$7K ﹤0.01%
78
1137
$7K ﹤0.01%
300
+135
1138
$7K ﹤0.01%
93
+32
1139
$7K ﹤0.01%
400
+200
1140
$7K ﹤0.01%
550
+2
1141
$7K ﹤0.01%
126
1142
$7K ﹤0.01%
2,773
1143
$7K ﹤0.01%
525
+300
1144
$7K ﹤0.01%
94
+60
1145
$7K ﹤0.01%
500
1146
$7K ﹤0.01%
76
-52
1147
$7K ﹤0.01%
119
1148
$7K ﹤0.01%
314
+200
1149
$7K ﹤0.01%
395
+265
1150
$7K ﹤0.01%
850
44 45
46
47 48