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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
1501
$1K ﹤0.01%
+14
1502
$1K ﹤0.01%
+65
1503
$1K ﹤0.01%
+28
1504
$1K ﹤0.01%
71
1505
$1K ﹤0.01%
13
-18
1506
$1K ﹤0.01%
+84
1507
$1K ﹤0.01%
204
1508
$1K ﹤0.01%
+100
1509
$1K ﹤0.01%
31
+9
1510
$1K ﹤0.01%
+26
1511
$1K ﹤0.01%
+44
1512
$1K ﹤0.01%
22
1513
$1K ﹤0.01%
42
1514
$1K ﹤0.01%
41
1515
$1K ﹤0.01%
60
1516
$1K ﹤0.01%
28
1517
$1K ﹤0.01%
18
1518
$1K ﹤0.01%
12
1519
$1K ﹤0.01%
+100
1520
$1K ﹤0.01%
60
+41
1521
$1K ﹤0.01%
+24
1522
$1K ﹤0.01%
14
1523
$1K ﹤0.01%
27
-241
1524
$1K ﹤0.01%
305
1525
$1K ﹤0.01%
+100
59 60
61
62 63