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
1376
$2K ﹤0.01%
54
1377
$2K ﹤0.01%
44
1378
$2K ﹤0.01%
42
1379
$2K ﹤0.01%
+75
1380
$2K ﹤0.01%
32
1381
$2K ﹤0.01%
45
1382
$2K ﹤0.01%
39
-68
1383
$2K ﹤0.01%
701
+1
1384
$2K ﹤0.01%
55
1385
$2K ﹤0.01%
48
1386
$2K ﹤0.01%
122
1387
$2K ﹤0.01%
46
1388
$2K ﹤0.01%
117
-200
1389
$2K ﹤0.01%
42
1390
$2K ﹤0.01%
55
1391
$2K ﹤0.01%
57
1392
$2K ﹤0.01%
84
+39
1393
$2K ﹤0.01%
57
-86
1394
$2K ﹤0.01%
+29
1395
$2K ﹤0.01%
+125
1396
$2K ﹤0.01%
+75
1397
$2K ﹤0.01%
184
-350
1398
$2K ﹤0.01%
91
1399
$2K ﹤0.01%
+200
1400
$2K ﹤0.01%
1,352
54 55
56
57 58