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
2876
$3.77K ﹤0.01%
73
2877
$3.77K ﹤0.01%
400
2878
$3.76K ﹤0.01%
612
-510
2879
$3.75K ﹤0.01%
826
2880
$3.74K ﹤0.01%
107
-6
2881
$3.73K ﹤0.01%
83
2882
$3.71K ﹤0.01%
195
2883
$3.69K ﹤0.01%
+42
2884
$3.69K ﹤0.01%
1,000
2885
$3.69K ﹤0.01%
219
2886
$3.66K ﹤0.01%
100
2887
$3.64K ﹤0.01%
39
2888
$3.62K ﹤0.01%
375
2889
$3.62K ﹤0.01%
112
2890
$3.62K ﹤0.01%
400
2891
$3.59K ﹤0.01%
900
2892
$3.58K ﹤0.01%
100
2893
$3.57K ﹤0.01%
64
2894
$3.56K ﹤0.01%
200
2895
$3.55K ﹤0.01%
51
-30
2896
$3.53K ﹤0.01%
18
2897
$3.52K ﹤0.01%
117
2898
$3.5K ﹤0.01%
175
2899
$3.5K ﹤0.01%
97
2900
$3.5K ﹤0.01%
58
114 115
116
117 118