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
$6.67B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,438
New
Increased
Reduced
Closed

Top Buys

1 +$17.8M
2 +$14.5M
3 +$12.6M
4
TSLA icon
Tesla
TSLA
+$11.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.23M

Top Sells

1 +$18M
2 +$8.78M
3 +$8.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.03M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.32M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.47%
3 Consumer Discretionary 6.38%
4 Financials 6.13%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$13.1K ﹤0.01%
1,171
2477
$13.1K ﹤0.01%
4,800
-1,000
2478
$13K ﹤0.01%
156
2479
$13K ﹤0.01%
799
2480
$13K ﹤0.01%
500
2481
$13K ﹤0.01%
256
2482
$12.9K ﹤0.01%
372
2483
$12.9K ﹤0.01%
1,000
2484
$12.9K ﹤0.01%
283
2485
$12.7K ﹤0.01%
3,000
2486
$12.7K ﹤0.01%
+390
2487
$12.7K ﹤0.01%
600
2488
$12.6K ﹤0.01%
1,000
2489
$12.5K ﹤0.01%
281
+47
2490
$12.5K ﹤0.01%
394
2491
$12.5K ﹤0.01%
237
-146
2492
$12.4K ﹤0.01%
17,000
+16,400
2493
$12.4K ﹤0.01%
802
2494
$12.4K ﹤0.01%
336
2495
$12.4K ﹤0.01%
415
+2
2496
$12.4K ﹤0.01%
+2,313
2497
$12.3K ﹤0.01%
205
2498
$12.3K ﹤0.01%
733
2499
$12.3K ﹤0.01%
173
2500
$12.3K ﹤0.01%
250