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
1201
$5K ﹤0.01%
120
+110
1202
$5K ﹤0.01%
+200
1203
$5K ﹤0.01%
27
+4
1204
$5K ﹤0.01%
500
1205
$5K ﹤0.01%
+175
1206
$5K ﹤0.01%
102
-78
1207
$5K ﹤0.01%
121
-272
1208
$5K ﹤0.01%
166
+47
1209
$5K ﹤0.01%
+150
1210
$5K ﹤0.01%
94
1211
$5K ﹤0.01%
+300
1212
$5K ﹤0.01%
375
1213
$5K ﹤0.01%
63
1214
$5K ﹤0.01%
+380
1215
$5K ﹤0.01%
47
1216
$5K ﹤0.01%
171
1217
$5K ﹤0.01%
+200
1218
$5K ﹤0.01%
57
1219
$5K ﹤0.01%
150
1220
$5K ﹤0.01%
39
1221
$5K ﹤0.01%
352
+128
1222
$5K ﹤0.01%
250
+150
1223
$5K ﹤0.01%
60
+12
1224
$5K ﹤0.01%
117
1225
$5K ﹤0.01%
190
47 48
49
50 51