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
2801
$4.75K ﹤0.01%
150
2802
$4.73K ﹤0.01%
517
2803
$4.71K ﹤0.01%
1,430
-537
2804
$4.68K ﹤0.01%
78
2805
$4.67K ﹤0.01%
360
2806
$4.66K ﹤0.01%
90
-15
2807
$4.65K ﹤0.01%
150
2808
$4.64K ﹤0.01%
17,700
2809
$4.63K ﹤0.01%
80
-68
2810
$4.58K ﹤0.01%
400
2811
$4.58K ﹤0.01%
2,000
2812
$4.58K ﹤0.01%
400
2813
$4.57K ﹤0.01%
500
2814
$4.55K ﹤0.01%
528
-145
2815
$4.53K ﹤0.01%
100
2816
$4.5K ﹤0.01%
438
-93
2817
$4.5K ﹤0.01%
203
-19
2818
$4.5K ﹤0.01%
+250
2819
$4.45K ﹤0.01%
136
2820
$4.45K ﹤0.01%
176
2821
$4.4K ﹤0.01%
604
2822
$4.39K ﹤0.01%
230
-400
2823
$4.38K ﹤0.01%
95
2824
$4.37K ﹤0.01%
1,200
2825
$4.35K ﹤0.01%
130
111 112
113
114 115