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
2626
$8.27K ﹤0.01%
344
-126
2627
$8.27K ﹤0.01%
84
-23
2628
$8.24K ﹤0.01%
1,000
2629
$8.24K ﹤0.01%
244
-192
2630
$8.18K ﹤0.01%
1,300
-198
2631
$8.17K ﹤0.01%
420
2632
$8.16K ﹤0.01%
110
+1
2633
$8.16K ﹤0.01%
430
2634
$8.11K ﹤0.01%
1,083
2635
$8.11K ﹤0.01%
285
2636
$8.1K ﹤0.01%
1,090
+225
2637
$8.09K ﹤0.01%
110
2638
$8.07K ﹤0.01%
543
2639
$8.06K ﹤0.01%
+298
2640
$7.96K ﹤0.01%
81
2641
$7.94K ﹤0.01%
260
-89
2642
$7.91K ﹤0.01%
198
2643
$7.91K ﹤0.01%
+200
2644
$7.88K ﹤0.01%
3,000
2645
$7.84K ﹤0.01%
190
2646
$7.83K ﹤0.01%
250
-750
2647
$7.8K ﹤0.01%
171
2648
$7.78K ﹤0.01%
55
2649
$7.67K ﹤0.01%
1,007
2650
$7.65K ﹤0.01%
642
104 105
106
107 108