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
$6.5B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,498
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$11M
3
+$10.9M
4
COST icon
Costco
COST
+$10.8M
5
NVDA icon
NVIDIA
NVDA
+$10.5M

Top Sells

1
+$11.6M
2
+$11.4M
3
+$10.2M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$7.36M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.15M

Sector Composition

1 Technology 14.9%
2 Consumer Discretionary 6.58%
3 Healthcare 6.48%
4 Financials 6.33%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$11.8K ﹤0.01%
418
+3
2527
$11.7K ﹤0.01%
1,381
-262
2528
$11.7K ﹤0.01%
52
-25
2529
$11.7K ﹤0.01%
173
2530
$11.7K ﹤0.01%
500
2531
$11.6K ﹤0.01%
1,800
-865
2532
$11.6K ﹤0.01%
205
2533
$11.6K ﹤0.01%
3,723
+2,300
2534
$11.6K ﹤0.01%
+439
2535
$11.6K ﹤0.01%
800
2536
$11.5K ﹤0.01%
+250
2537
$11.5K ﹤0.01%
222
2538
$11.5K ﹤0.01%
300
2539
$11.4K ﹤0.01%
709
-100
2540
$11.4K ﹤0.01%
+400
2541
$11.4K ﹤0.01%
1,070
+376
2542
$11.4K ﹤0.01%
+200
2543
$11.4K ﹤0.01%
102
2544
$11.4K ﹤0.01%
485
2545
$11.3K ﹤0.01%
800
+300
2546
$11.3K ﹤0.01%
100
2547
$11.2K ﹤0.01%
595
2548
$11.2K ﹤0.01%
+1,000
2549
$11.1K ﹤0.01%
678
2550
$11.1K ﹤0.01%
392
100 101
102
103 104