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
$5.46B
AUM Growth
-$1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$8.36M
3 +$8.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.06M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.96M

Top Sells

1 +$17.9M
2 +$16.5M
3 +$13.7M
4
AVGO icon
Broadcom
AVGO
+$11.2M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$9.73M

Sector Composition

1 Technology 13.38%
2 Healthcare 7.35%
3 Financials 6.74%
4 Consumer Discretionary 6.31%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$9K ﹤0.01%
63
2577
$9K ﹤0.01%
1,384
+28
2578
$9K ﹤0.01%
765
2579
$9K ﹤0.01%
350
2580
$9K ﹤0.01%
4,500
2581
$8K ﹤0.01%
543
2582
$8K ﹤0.01%
1,150
2583
$8K ﹤0.01%
771
2584
$8K ﹤0.01%
128
2585
$8K ﹤0.01%
157
2586
$8K ﹤0.01%
393
2587
$8K ﹤0.01%
328
2588
$8K ﹤0.01%
1,122
2589
$8K ﹤0.01%
182
2590
$8K ﹤0.01%
446
2591
$8K ﹤0.01%
240
2592
$8K ﹤0.01%
350
2593
$8K ﹤0.01%
156
2594
$8K ﹤0.01%
560
2595
$8K ﹤0.01%
703
2596
$8K ﹤0.01%
2,000
2597
$8K ﹤0.01%
450
-1,500
2598
$8K ﹤0.01%
61
2599
$8K ﹤0.01%
320
2600
$8K ﹤0.01%
185