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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
1226
$5K ﹤0.01%
74
1227
$5K ﹤0.01%
185
+3
1228
$5K ﹤0.01%
+300
1229
$5K ﹤0.01%
23
1230
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+60
1231
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1232
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100
-100
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67
1234
$5K ﹤0.01%
294
1235
$5K ﹤0.01%
192
+28
1236
$5K ﹤0.01%
108
+55
1237
$5K ﹤0.01%
500
+250
1238
$5K ﹤0.01%
93
1239
$5K ﹤0.01%
520
+6
1240
$5K ﹤0.01%
300
1241
$5K ﹤0.01%
190
-49
1242
$5K ﹤0.01%
144
1243
$5K ﹤0.01%
84
1244
$5K ﹤0.01%
94
1245
$5K ﹤0.01%
+300
1246
$4K ﹤0.01%
46
1247
$4K ﹤0.01%
150
1248
$4K ﹤0.01%
17
1249
$4K ﹤0.01%
400
1250
$4K ﹤0.01%
153
+48
48 49
50
51 52