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
2726
$6.14K ﹤0.01%
150
-36
2727
$6.12K ﹤0.01%
149
-5,269
2728
$6.07K ﹤0.01%
266
2729
$6.05K ﹤0.01%
200
2730
$6.05K ﹤0.01%
105
-40
2731
$6.04K ﹤0.01%
2,000
2732
$6K ﹤0.01%
100
2733
$5.99K ﹤0.01%
10,000
2734
$5.97K ﹤0.01%
120
2735
$5.96K ﹤0.01%
70
2736
$5.96K ﹤0.01%
+258
2737
$5.93K ﹤0.01%
400
2738
$5.92K ﹤0.01%
350
2739
$5.86K ﹤0.01%
1,728
2740
$5.83K ﹤0.01%
500
2741
$5.82K ﹤0.01%
120
2742
$5.79K ﹤0.01%
797
2743
$5.79K ﹤0.01%
3,445
-5,750
2744
$5.78K ﹤0.01%
188
-24
2745
$5.77K ﹤0.01%
125
-4
2746
$5.72K ﹤0.01%
1,200
+400
2747
$5.72K ﹤0.01%
246
-97
2748
$5.71K ﹤0.01%
112
2749
$5.68K ﹤0.01%
1,500
2750
$5.68K ﹤0.01%
55
108 109
110
111 112