We are live on ! Find out more
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
1176
$6K ﹤0.01%
200
1177
$6K ﹤0.01%
+92
1178
$6K ﹤0.01%
390
-2,503
1179
$6K ﹤0.01%
56
-12
1180
$6K ﹤0.01%
204
+35
1181
$6K ﹤0.01%
267
1182
$6K ﹤0.01%
712
+16
1183
$6K ﹤0.01%
90
1184
$6K ﹤0.01%
101
1185
$6K ﹤0.01%
269
1186
$6K ﹤0.01%
78
-165
1187
$6K ﹤0.01%
114
1188
$6K ﹤0.01%
8
1189
$6K ﹤0.01%
339
+2
1190
$6K ﹤0.01%
74
1191
$6K ﹤0.01%
95
1192
$6K ﹤0.01%
62
1193
$5K ﹤0.01%
177
+111
1194
$5K ﹤0.01%
88
-55
1195
$5K ﹤0.01%
215
+153
1196
$5K ﹤0.01%
164
1197
$5K ﹤0.01%
446
1198
$5K ﹤0.01%
120
+110
1199
$5K ﹤0.01%
+200
1200
$5K ﹤0.01%
27
+4
46 47
48
49 50