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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
1401
$2K ﹤0.01%
+200
1402
$2K ﹤0.01%
71
1403
$2K ﹤0.01%
73
1404
$2K ﹤0.01%
75
1405
$2K ﹤0.01%
+4
1406
$2K ﹤0.01%
+75
1407
$2K ﹤0.01%
184
-350
1408
$2K ﹤0.01%
91
1409
$2K ﹤0.01%
+200
1410
$2K ﹤0.01%
388
+208
1411
$2K ﹤0.01%
138
-900
1412
$2K ﹤0.01%
130
1413
$2K ﹤0.01%
1,352
1414
$2K ﹤0.01%
20
1415
$2K ﹤0.01%
27
1416
$2K ﹤0.01%
+560
1417
$2K ﹤0.01%
4
-5
1418
$2K ﹤0.01%
+10
1419
$2K ﹤0.01%
+165
1420
$2K ﹤0.01%
250
1421
$2K ﹤0.01%
144
1422
$2K ﹤0.01%
68
1423
$2K ﹤0.01%
131
1424
$2K ﹤0.01%
182
1425
$2K ﹤0.01%
300
55 56
57
58 59