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
2676
$7.11K ﹤0.01%
217
-17
2677
$7.09K ﹤0.01%
273
+100
2678
$7.09K ﹤0.01%
400
2679
$7.05K ﹤0.01%
200
2680
$6.99K ﹤0.01%
160
2681
$6.98K ﹤0.01%
176
-100
2682
$6.93K ﹤0.01%
26
2683
$6.89K ﹤0.01%
837
-610
2684
$6.88K ﹤0.01%
72
-6
2685
$6.83K ﹤0.01%
21
2686
$6.82K ﹤0.01%
696
-331
2687
$6.8K ﹤0.01%
200
2688
$6.77K ﹤0.01%
65
2689
$6.75K ﹤0.01%
370
2690
$6.73K ﹤0.01%
100
2691
$6.72K ﹤0.01%
500
+300
2692
$6.63K ﹤0.01%
110
2693
$6.54K ﹤0.01%
1,500
2694
$6.53K ﹤0.01%
50
-245
2695
$6.53K ﹤0.01%
402
2696
$6.51K ﹤0.01%
200
2697
$6.5K ﹤0.01%
75
-350
2698
$6.5K ﹤0.01%
1,500
2699
$6.49K ﹤0.01%
200
2700
$6.48K ﹤0.01%
2,000
106 107
108
109 110