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
2926
$3.22K ﹤0.01%
37
2927
$3.2K ﹤0.01%
400
2928
$3.18K ﹤0.01%
150
-100
2929
$3.17K ﹤0.01%
100
2930
$3.17K ﹤0.01%
80
+60
2931
$3.16K ﹤0.01%
100
2932
$3.15K ﹤0.01%
20
-2
2933
$3.11K ﹤0.01%
268
2934
$3.11K ﹤0.01%
141
2935
$3.08K ﹤0.01%
400
2936
$3.08K ﹤0.01%
228
+6
2937
$3.07K ﹤0.01%
354
2938
$3.06K ﹤0.01%
600
2939
$3.05K ﹤0.01%
150
2940
$3.02K ﹤0.01%
118
2941
$3K ﹤0.01%
187
2942
$2.98K ﹤0.01%
145
2943
$2.97K ﹤0.01%
175
-275
2944
$2.94K ﹤0.01%
+1,000
2945
$2.93K ﹤0.01%
173
2946
$2.9K ﹤0.01%
30
2947
$2.89K ﹤0.01%
465
-228
2948
$2.89K ﹤0.01%
31
2949
$2.88K ﹤0.01%
50
2950
$2.85K ﹤0.01%
+500
116 117
118
119 120