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
1401
$2K ﹤0.01%
48
1402
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1403
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+50
1404
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100
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1406
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1407
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79
-2,673
1408
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1409
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26
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1410
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1411
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1412
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1413
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1414
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1415
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1416
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1417
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1418
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1419
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32
+11
1420
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1421
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1422
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1423
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112
+32
1424
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18
-33
1425
$2K ﹤0.01%
53
55 56
57
58 59