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
3001
$2.29K ﹤0.01%
+35
3002
$2.26K ﹤0.01%
121
3003
$2.22K ﹤0.01%
214
+10
3004
$2.22K ﹤0.01%
21
3005
$2.21K ﹤0.01%
260
3006
$2.21K ﹤0.01%
46
3007
$2.2K ﹤0.01%
186
3008
$2.17K ﹤0.01%
1,500
3009
$2.17K ﹤0.01%
192
3010
$2.16K ﹤0.01%
33
3011
$2.16K ﹤0.01%
29
-14
3012
$2.16K ﹤0.01%
2,250
3013
$2.15K ﹤0.01%
+50
3014
$2.14K ﹤0.01%
73
3015
$2.14K ﹤0.01%
166
-15,855
3016
$2.12K ﹤0.01%
100
3017
$2.1K ﹤0.01%
50
3018
$2.04K ﹤0.01%
100
3019
$2.01K ﹤0.01%
100
-240
3020
$1.99K ﹤0.01%
42
3021
$1.96K ﹤0.01%
125
3022
$1.94K ﹤0.01%
15
3023
$1.93K ﹤0.01%
100
3024
$1.92K ﹤0.01%
378
3025
$1.91K ﹤0.01%
200
119 120
121
122 123