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
3201
$369 ﹤0.01%
731
3202
$357 ﹤0.01%
21
-39
3203
$354 ﹤0.01%
5
3204
$342 ﹤0.01%
4
3205
$332 ﹤0.01%
32
3206
$332 ﹤0.01%
5
3207
$328 ﹤0.01%
280
-520
3208
$324 ﹤0.01%
6
3209
$322 ﹤0.01%
50
3210
$320 ﹤0.01%
45
3211
$301 ﹤0.01%
13
+8
3212
$293 ﹤0.01%
6
3213
$293 ﹤0.01%
150
3214
$272 ﹤0.01%
24
-545
3215
$272 ﹤0.01%
264
3216
$271 ﹤0.01%
6,000
3217
$270 ﹤0.01%
4
3218
$264 ﹤0.01%
+13
3219
$263 ﹤0.01%
11
3220
$255 ﹤0.01%
9
3221
$249 ﹤0.01%
20
3222
$241 ﹤0.01%
9
-224
3223
$222 ﹤0.01%
100
3224
$220 ﹤0.01%
405
3225
$217 ﹤0.01%
10
127 128
129
130 131