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
2526
$11.2K ﹤0.01%
1,137
-2,148
2527
$11.1K ﹤0.01%
109
2528
$11.1K ﹤0.01%
299
2529
$11.1K ﹤0.01%
2,161
2530
$11K ﹤0.01%
1,645
-640
2531
$11K ﹤0.01%
242
2532
$11K ﹤0.01%
1,865
2533
$11K ﹤0.01%
1,000
2534
$11K ﹤0.01%
485
2535
$10.9K ﹤0.01%
227
2536
$10.9K ﹤0.01%
266
-58
2537
$10.9K ﹤0.01%
+401
2538
$10.9K ﹤0.01%
1,813
-7,000
2539
$10.8K ﹤0.01%
225
-181
2540
$10.8K ﹤0.01%
62
+1
2541
$10.8K ﹤0.01%
300
2542
$10.8K ﹤0.01%
250
2543
$10.7K ﹤0.01%
230
-545
2544
$10.7K ﹤0.01%
4,146
-4,817
2545
$10.7K ﹤0.01%
55
2546
$10.7K ﹤0.01%
+300
2547
$10.6K ﹤0.01%
392
2548
$10.6K ﹤0.01%
2,270
2549
$10.6K ﹤0.01%
1,000
2550
$10.6K ﹤0.01%
149
100 101
102
103 104