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
2376
$15K ﹤0.01%
500
2377
$14.9K ﹤0.01%
186
2378
$14.9K ﹤0.01%
1,000
2379
$14.9K ﹤0.01%
500
2380
$14.9K ﹤0.01%
216
-20
2381
$14.9K ﹤0.01%
382
+200
2382
$14.9K ﹤0.01%
4,800
2383
$14.9K ﹤0.01%
1,074
+110
2384
$14.8K ﹤0.01%
825
2385
$14.8K ﹤0.01%
93
2386
$14.8K ﹤0.01%
600
+206
2387
$14.7K ﹤0.01%
622
2388
$14.7K ﹤0.01%
294
2389
$14.6K ﹤0.01%
+450
2390
$14.6K ﹤0.01%
300
-50
2391
$14.6K ﹤0.01%
583
2392
$14.6K ﹤0.01%
200
2393
$14.5K ﹤0.01%
310
2394
$14.5K ﹤0.01%
771
2395
$14.5K ﹤0.01%
121
2396
$14.5K ﹤0.01%
250
2397
$14.4K ﹤0.01%
616
+308
2398
$14.4K ﹤0.01%
280
+140
2399
$14.3K ﹤0.01%
200
-129
2400
$14.3K ﹤0.01%
525
-36
94 95
96
97 98