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
3126
$1.02K ﹤0.01%
9
3127
$1.01K ﹤0.01%
100
3128
$1.01K ﹤0.01%
9
3129
$978 ﹤0.01%
71
3130
$967 ﹤0.01%
2,000
3131
$951 ﹤0.01%
+51
3132
$945 ﹤0.01%
58
3133
$933 ﹤0.01%
61
3134
$899 ﹤0.01%
87
3135
$888 ﹤0.01%
100
3136
$886 ﹤0.01%
36
-100
3137
$874 ﹤0.01%
+100
3138
$873 ﹤0.01%
+21
3139
$866 ﹤0.01%
15
-100
3140
$860 ﹤0.01%
314
3141
$847 ﹤0.01%
10
3142
$840 ﹤0.01%
+1,000
3143
$835 ﹤0.01%
+32
3144
$828 ﹤0.01%
13
3145
$795 ﹤0.01%
600
3146
$793 ﹤0.01%
650
3147
$789 ﹤0.01%
33
3148
$780 ﹤0.01%
27
3149
$768 ﹤0.01%
+25
3150
$766 ﹤0.01%
145
124 125
126
127 128