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
3051
$1.73K ﹤0.01%
80
3052
$1.71K ﹤0.01%
50
3053
$1.7K ﹤0.01%
4,600
-1,000
3054
$1.69K ﹤0.01%
57
3055
$1.69K ﹤0.01%
83
-300
3056
$1.69K ﹤0.01%
29
3057
$1.65K ﹤0.01%
50
3058
$1.65K ﹤0.01%
269
3059
$1.65K ﹤0.01%
111
3060
$1.64K ﹤0.01%
48
-553
3061
$1.63K ﹤0.01%
51
3062
$1.61K ﹤0.01%
13
3063
$1.61K ﹤0.01%
63
3064
$1.59K ﹤0.01%
200
3065
$1.56K ﹤0.01%
139
-30
3066
$1.55K ﹤0.01%
398
3067
$1.55K ﹤0.01%
1,025
3068
$1.54K ﹤0.01%
210
3069
$1.54K ﹤0.01%
+192
3070
$1.54K ﹤0.01%
500
3071
$1.53K ﹤0.01%
449
3072
$1.52K ﹤0.01%
143
-72
3073
$1.52K ﹤0.01%
78
3074
$1.52K ﹤0.01%
101
3075
$1.5K ﹤0.01%
1,670
121 122
123
124 125