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
2951
$2.84K ﹤0.01%
311
2952
$2.84K ﹤0.01%
100
-200
2953
$2.83K ﹤0.01%
300
2954
$2.83K ﹤0.01%
820
2955
$2.82K ﹤0.01%
396
-3,242
2956
$2.82K ﹤0.01%
250
2957
$2.81K ﹤0.01%
180
2958
$2.81K ﹤0.01%
217
2959
$2.8K ﹤0.01%
40
2960
$2.79K ﹤0.01%
16
2961
$2.74K ﹤0.01%
275
2962
$2.73K ﹤0.01%
8
2963
$2.71K ﹤0.01%
200
2964
$2.7K ﹤0.01%
101
+37
2965
$2.69K ﹤0.01%
+550
2966
$2.69K ﹤0.01%
300
2967
$2.68K ﹤0.01%
53
2968
$2.67K ﹤0.01%
100
2969
$2.64K ﹤0.01%
216
2970
$2.63K ﹤0.01%
23
2971
$2.63K ﹤0.01%
349
-5,900
2972
$2.63K ﹤0.01%
520
2973
$2.61K ﹤0.01%
790
2974
$2.58K ﹤0.01%
10
2975
$2.56K ﹤0.01%
36
117 118
119
120 121