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
2576
$9.65K ﹤0.01%
275
-42
2577
$9.62K ﹤0.01%
83
-1,692
2578
$9.54K ﹤0.01%
4,338
2579
$9.53K ﹤0.01%
1,000
+400
2580
$9.53K ﹤0.01%
281
2581
$9.49K ﹤0.01%
669
2582
$9.45K ﹤0.01%
700
2583
$9.45K ﹤0.01%
329
2584
$9.44K ﹤0.01%
468
2585
$9.43K ﹤0.01%
100
2586
$9.41K ﹤0.01%
2,336
+665
2587
$9.38K ﹤0.01%
389
-149
2588
$9.29K ﹤0.01%
254
2589
$9.26K ﹤0.01%
1,188
2590
$9.2K ﹤0.01%
4,000
2591
$9.2K ﹤0.01%
2,300
2592
$9.18K ﹤0.01%
910
+42
2593
$9.18K ﹤0.01%
704
2594
$9.14K ﹤0.01%
100
2595
$9.14K ﹤0.01%
+138
2596
$9.13K ﹤0.01%
940
2597
$9.1K ﹤0.01%
2,055
+3
2598
$9.1K ﹤0.01%
634
2599
$9.07K ﹤0.01%
642
-76
2600
$9.05K ﹤0.01%
55
102 103
104
105 106