SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.88B
AUM Growth
+$526M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,537
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.5M
3
+$15.7M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$14.4M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$12.8M

Top Sells

1
+$15.1M
2
+$11.5M
3
+$11.5M
4
BND icon
Vanguard Total Bond Market
BND
+$10.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$10.1M

Sector Composition

1 Technology 11.38%
2 Healthcare 7.41%
3 Financials 6.9%
4 Energy 5.55%
5 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$18.2K ﹤0.01%
2,200
2277
$18.2K ﹤0.01%
555
2278
$18.2K ﹤0.01%
1,005
2279
$18.2K ﹤0.01%
444
2280
$18.2K ﹤0.01%
600
-300
2281
$18.1K ﹤0.01%
360
2282
$18.1K ﹤0.01%
234
-63
2283
$18.1K ﹤0.01%
7,130
-142
2284
$18.1K ﹤0.01%
350
2285
$18.1K ﹤0.01%
1,520
+500
2286
$18K ﹤0.01%
1,000
2287
$18K ﹤0.01%
245
-313
2288
$17.9K ﹤0.01%
738
+139
2289
$17.9K ﹤0.01%
+846
2290
$17.9K ﹤0.01%
+5,000
2291
$17.7K ﹤0.01%
1,750
2292
$17.6K ﹤0.01%
410
+2
2293
$17.6K ﹤0.01%
702
2294
$17.6K ﹤0.01%
1,027
-686
2295
$17.5K ﹤0.01%
438
-49
2296
$17.5K ﹤0.01%
357
+1
2297
$17.5K ﹤0.01%
466
2298
$17.5K ﹤0.01%
205
2299
$17.5K ﹤0.01%
200
2300
$17.5K ﹤0.01%
1,231
90 91
92
93 94