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
3026
$1.91K ﹤0.01%
636
3027
$1.89K ﹤0.01%
100
3028
$1.89K ﹤0.01%
+625
3029
$1.88K ﹤0.01%
201
3030
$1.88K ﹤0.01%
262
3031
$1.85K ﹤0.01%
67
3032
$1.85K ﹤0.01%
298
-196
3033
$1.84K ﹤0.01%
304
3034
$1.84K ﹤0.01%
360
3035
$1.84K ﹤0.01%
75
3036
$1.81K ﹤0.01%
100
3037
$1.8K ﹤0.01%
350
3038
$1.8K ﹤0.01%
300
3039
$1.8K ﹤0.01%
11
3040
$1.8K ﹤0.01%
100
3041
$1.79K ﹤0.01%
140
3042
$1.79K ﹤0.01%
150
3043
$1.78K ﹤0.01%
88
3044
$1.76K ﹤0.01%
201
+1
3045
$1.76K ﹤0.01%
43
3046
$1.76K ﹤0.01%
74
-20
3047
$1.75K ﹤0.01%
350
3048
$1.75K ﹤0.01%
37
3049
$1.75K ﹤0.01%
120
3050
$1.74K ﹤0.01%
30
120 121
122
123 124