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
2976
$2.56K ﹤0.01%
169
2977
$2.55K ﹤0.01%
+52
2978
$2.54K ﹤0.01%
312
-59
2979
$2.54K ﹤0.01%
1,000
2980
$2.53K ﹤0.01%
1,792
2981
$2.52K ﹤0.01%
177
2982
$2.51K ﹤0.01%
300
-500
2983
$2.5K ﹤0.01%
200
2984
$2.48K ﹤0.01%
84
2985
$2.48K ﹤0.01%
329
2986
$2.46K ﹤0.01%
490
2987
$2.46K ﹤0.01%
50
2988
$2.42K ﹤0.01%
200
-200
2989
$2.42K ﹤0.01%
602
-530
2990
$2.41K ﹤0.01%
100
2991
$2.37K ﹤0.01%
+117
2992
$2.37K ﹤0.01%
44
2993
$2.37K ﹤0.01%
45
-170
2994
$2.35K ﹤0.01%
50
2995
$2.33K ﹤0.01%
69
+30
2996
$2.32K ﹤0.01%
59
2997
$2.32K ﹤0.01%
150
2998
$2.32K ﹤0.01%
+47
2999
$2.31K ﹤0.01%
100
3000
$2.29K ﹤0.01%
900
118 119
120
121 122