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
2851
$4.09K ﹤0.01%
482
2852
$4.08K ﹤0.01%
217
2853
$4.08K ﹤0.01%
+610
2854
$4.07K ﹤0.01%
56
-4
2855
$4.03K ﹤0.01%
74
2856
$4.02K ﹤0.01%
10
-6
2857
$4.02K ﹤0.01%
500
-400
2858
$4K ﹤0.01%
200
2859
$3.99K ﹤0.01%
3,500
2860
$3.99K ﹤0.01%
116
2861
$3.99K ﹤0.01%
144
2862
$3.96K ﹤0.01%
75
2863
$3.95K ﹤0.01%
800
-1,614
2864
$3.94K ﹤0.01%
176
2865
$3.94K ﹤0.01%
375
2866
$3.92K ﹤0.01%
+1,000
2867
$3.91K ﹤0.01%
240
2868
$3.91K ﹤0.01%
3,400
-132
2869
$3.88K ﹤0.01%
240
2870
$3.86K ﹤0.01%
65
2871
$3.83K ﹤0.01%
81
-105
2872
$3.83K ﹤0.01%
+28
2873
$3.83K ﹤0.01%
200
2874
$3.82K ﹤0.01%
45
2875
$3.79K ﹤0.01%
194
-926
113 114
115
116 117