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
3151
$763 ﹤0.01%
50
3152
$758 ﹤0.01%
62
-1
3153
$751 ﹤0.01%
1,117
3154
$744 ﹤0.01%
6
-18
3155
$742 ﹤0.01%
+100
3156
$735 ﹤0.01%
100
3157
$733 ﹤0.01%
28
-149
3158
$731 ﹤0.01%
+89
3159
$729 ﹤0.01%
+15
3160
$725 ﹤0.01%
52
3161
$718 ﹤0.01%
100
3162
$718 ﹤0.01%
29
3163
$696 ﹤0.01%
40
-500
3164
$675 ﹤0.01%
300
3165
$674 ﹤0.01%
25
3166
$657 ﹤0.01%
144
3167
$642 ﹤0.01%
101
3168
$642 ﹤0.01%
21
3169
$640 ﹤0.01%
75
3170
$637 ﹤0.01%
70
-3
3171
$621 ﹤0.01%
450
3172
$615 ﹤0.01%
20
3173
$614 ﹤0.01%
51
3174
$590 ﹤0.01%
35
3175
$578 ﹤0.01%
125
125 126
127
128 129