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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
1601
– –
-126
1602
$0 ﹤0.01%
15
1603
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126
1604
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-863
1605
$0 ﹤0.01%
4
-306
1606
$0 ﹤0.01%
+34
1607
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1608
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1609
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1
1610
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-500
1611
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1612
$0 ﹤0.01%
15
1613
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1614
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1615
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2
1616
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1617
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1618
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1619
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1620
$0 ﹤0.01%
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1621
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1622
$0 ﹤0.01%
+5
1623
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-80
1624
– –
-2,546
1625
– –
-50
63 64
65
66 67