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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
1726
$0 ﹤0.01%
13
1727
$0 ﹤0.01%
250
1728
$0 ﹤0.01%
2
1729
$0 ﹤0.01%
4
+1
1730
$0 ﹤0.01%
17
1731
– –
0
1732
– –
-14,351
1733
$0 ﹤0.01%
+100
1734
$0 ﹤0.01%
25
1735
– –
-700
1736
$0 ﹤0.01%
1
1737
– –
-100
1738
– –
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1739
– –
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1740
$0 ﹤0.01%
14
1741
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-63
1742
– –
-14
1743
– –
-3,047
1744
– –
-7,825
1745
– –
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1746
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1747
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1748
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1749
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-91
1750
$0 ﹤0.01%
16
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67 68 69
70
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