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
2501
$12.3K ﹤0.01%
3,000
+2,500
2502
$12.3K ﹤0.01%
1,235
+666
2503
$12.3K ﹤0.01%
4
2504
$12.2K ﹤0.01%
400
2505
$12.2K ﹤0.01%
920
2506
$12.1K ﹤0.01%
102
2507
$12.1K ﹤0.01%
3,800
2508
$12K ﹤0.01%
550
2509
$12K ﹤0.01%
222
2510
$12K ﹤0.01%
188
-358
2511
$11.9K ﹤0.01%
800
2512
$11.9K ﹤0.01%
240
+50
2513
$11.8K ﹤0.01%
264
2514
$11.8K ﹤0.01%
100
2515
$11.7K ﹤0.01%
500
2516
$11.7K ﹤0.01%
200
2517
$11.6K ﹤0.01%
839
+28
2518
$11.5K ﹤0.01%
762
2519
$11.5K ﹤0.01%
540
2520
$11.4K ﹤0.01%
284
+3
2521
$11.4K ﹤0.01%
206
2522
$11.3K ﹤0.01%
185
2523
$11.3K ﹤0.01%
719
+150
2524
$11.3K ﹤0.01%
1,714
-13
2525
$11.3K ﹤0.01%
499
-1,014
99 100
101
102 103