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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
1426
$2K ﹤0.01%
26
-42
1427
$2K ﹤0.01%
145
1428
$2K ﹤0.01%
93
1429
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73
1430
$2K ﹤0.01%
85
1431
$2K ﹤0.01%
250
1432
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+9
1433
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44
1434
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61
1435
$2K ﹤0.01%
42
1436
$2K ﹤0.01%
150
1437
$2K ﹤0.01%
+110
1438
$2K ﹤0.01%
210
1439
$2K ﹤0.01%
85
1440
$2K ﹤0.01%
+50
1441
$2K ﹤0.01%
408
+118
1442
$2K ﹤0.01%
+100
1443
$2K ﹤0.01%
66
1444
$2K ﹤0.01%
31
+7
1445
$2K ﹤0.01%
54
1446
$2K ﹤0.01%
44
1447
$2K ﹤0.01%
169
1448
$2K ﹤0.01%
117
-200
1449
$2K ﹤0.01%
42
1450
$2K ﹤0.01%
55
56 57
58
59 60