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
3076
$1.47K ﹤0.01%
42
3077
$1.46K ﹤0.01%
122
3078
$1.46K ﹤0.01%
22
+3
3079
$1.46K ﹤0.01%
51
3080
$1.44K ﹤0.01%
+1,250
3081
$1.41K ﹤0.01%
13
3082
$1.4K ﹤0.01%
122
-75
3083
$1.38K ﹤0.01%
54
-745
3084
$1.36K ﹤0.01%
276
-78
3085
$1.36K ﹤0.01%
+10
3086
$1.35K ﹤0.01%
349
-149
3087
$1.31K ﹤0.01%
106
3088
$1.3K ﹤0.01%
1,000
3089
$1.3K ﹤0.01%
58
-87
3090
$1.29K ﹤0.01%
34
-1,012
3091
$1.29K ﹤0.01%
175
3092
$1.29K ﹤0.01%
25
-100
3093
$1.28K ﹤0.01%
178
3094
$1.26K ﹤0.01%
400
3095
$1.25K ﹤0.01%
+12
3096
$1.25K ﹤0.01%
71
3097
$1.25K ﹤0.01%
109
3098
$1.24K ﹤0.01%
17
3099
$1.22K ﹤0.01%
72
3100
$1.22K ﹤0.01%
250
122 123
124
125 126