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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
1551
$1K ﹤0.01%
468
+425
1552
$1K ﹤0.01%
37
+24
1553
$1K ﹤0.01%
28
1554
$1K ﹤0.01%
64
1555
$1K ﹤0.01%
32
1556
$1K ﹤0.01%
+25
1557
$1K ﹤0.01%
+40
1558
$1K ﹤0.01%
+50
1559
$1K ﹤0.01%
400
1560
$1K ﹤0.01%
38
-248
1561
$1K ﹤0.01%
25
+22
1562
$1K ﹤0.01%
58
-83
1563
$1K ﹤0.01%
+50
1564
$0 ﹤0.01%
101
1565
$0 ﹤0.01%
74
1566
$0 ﹤0.01%
+3
1567
– –
-26
1568
$0 ﹤0.01%
16
1569
– –
-13
1570
$0 ﹤0.01%
+31
1571
$0 ﹤0.01%
4
1572
$0 ﹤0.01%
4
-52
1573
– –
-103
1574
– –
-315
1575
$0 ﹤0.01%
8
61 62
63
64 65