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
1351
$3K ﹤0.01%
92
1352
$3K ﹤0.01%
562
1353
$3K ﹤0.01%
25
-44
1354
$3K ﹤0.01%
200
1355
$3K ﹤0.01%
48
+8
1356
$3K ﹤0.01%
+100
1357
$3K ﹤0.01%
2,500
1358
$3K ﹤0.01%
+287
1359
$3K ﹤0.01%
230
1360
$3K ﹤0.01%
133
+39
1361
$3K ﹤0.01%
108
-148
1362
$3K ﹤0.01%
120
1363
$3K ﹤0.01%
120
1364
$3K ﹤0.01%
182
-297
1365
$3K ﹤0.01%
64
1366
$3K ﹤0.01%
75
1367
$3K ﹤0.01%
108
+19
1368
$3K ﹤0.01%
36
1369
$3K ﹤0.01%
207
+33
1370
$2K ﹤0.01%
85
1371
$2K ﹤0.01%
+50
1372
$2K ﹤0.01%
408
+118
1373
$2K ﹤0.01%
+100
1374
$2K ﹤0.01%
66
1375
$2K ﹤0.01%
31
+7
53 54
55
56 57