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
2601
$9.04K ﹤0.01%
2,000
2602
$9.03K ﹤0.01%
200
2603
$9.02K ﹤0.01%
172
2604
$8.98K ﹤0.01%
2,850
+500
2605
$8.96K ﹤0.01%
256
+225
2606
$8.92K ﹤0.01%
119
2607
$8.87K ﹤0.01%
700
-9
2608
$8.85K ﹤0.01%
200
2609
$8.82K ﹤0.01%
525
-300
2610
$8.82K ﹤0.01%
2,000
2611
$8.77K ﹤0.01%
593
-869
2612
$8.76K ﹤0.01%
110
-33
2613
$8.75K ﹤0.01%
1,070
-3,307
2614
$8.71K ﹤0.01%
1,300
+100
2615
$8.68K ﹤0.01%
144
-252
2616
$8.52K ﹤0.01%
678
2617
$8.5K ﹤0.01%
135
2618
$8.48K ﹤0.01%
970
2619
$8.46K ﹤0.01%
46
2620
$8.45K ﹤0.01%
270
2621
$8.44K ﹤0.01%
446
2622
$8.42K ﹤0.01%
600
2623
$8.37K ﹤0.01%
1,371
2624
$8.33K ﹤0.01%
930
2625
$8.28K ﹤0.01%
1,000
103 104
105
106 107