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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
1351
$3K ﹤0.01%
64
1352
$3K ﹤0.01%
75
1353
$3K ﹤0.01%
173
1354
$3K ﹤0.01%
117
1355
$3K ﹤0.01%
36
1356
$3K ﹤0.01%
207
+33
1357
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273
1358
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108
+19
1359
$3K ﹤0.01%
55
-137
1360
$3K ﹤0.01%
103
1361
$3K ﹤0.01%
+700
1362
$3K ﹤0.01%
66
1363
$3K ﹤0.01%
20
1364
$3K ﹤0.01%
140
1365
$3K ﹤0.01%
66
1366
$3K ﹤0.01%
17
1367
$3K ﹤0.01%
+150
1368
$3K ﹤0.01%
101
+27
1369
$3K ﹤0.01%
300
1370
$2K ﹤0.01%
32
1371
$2K ﹤0.01%
+35
1372
$2K ﹤0.01%
38
+18
1373
$2K ﹤0.01%
13
1374
$2K ﹤0.01%
+60
1375
$2K ﹤0.01%
58
-144
53 54
55
56 57