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
2776
$5.11K ﹤0.01%
300
2777
$5.1K ﹤0.01%
143
2778
$5.09K ﹤0.01%
355
-4,000
2779
$5.08K ﹤0.01%
203
2780
$5.08K ﹤0.01%
190
+9
2781
$5.07K ﹤0.01%
398
-466
2782
$5.06K ﹤0.01%
+149
2783
$5.05K ﹤0.01%
+198
2784
$5.05K ﹤0.01%
529
2785
$4.98K ﹤0.01%
375
2786
$4.98K ﹤0.01%
400
2787
$4.96K ﹤0.01%
478
-500
2788
$4.95K ﹤0.01%
1,423
2789
$4.93K ﹤0.01%
78
2790
$4.92K ﹤0.01%
417
2791
$4.91K ﹤0.01%
69
2792
$4.91K ﹤0.01%
128
2793
$4.9K ﹤0.01%
109
2794
$4.89K ﹤0.01%
810
-44
2795
$4.84K ﹤0.01%
1,700
2796
$4.84K ﹤0.01%
560
2797
$4.83K ﹤0.01%
77
+62
2798
$4.81K ﹤0.01%
1,000
2799
$4.8K ﹤0.01%
1,492
-200
2800
$4.78K ﹤0.01%
373
-100
110 111
112
113 114