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
3226
$212 ﹤0.01%
40
+1
3227
$210 ﹤0.01%
43
3228
$206 ﹤0.01%
50
3229
$205 ﹤0.01%
10
3230
$200 ﹤0.01%
6
3231
$195 ﹤0.01%
78
3232
$194 ﹤0.01%
54
3233
$191 ﹤0.01%
7
3234
$187 ﹤0.01%
44
3235
$185 ﹤0.01%
50
3236
$181 ﹤0.01%
49
3237
$180 ﹤0.01%
33
3238
$176 ﹤0.01%
4
3239
$175 ﹤0.01%
150
3240
$172 ﹤0.01%
20
3241
$165 ﹤0.01%
31
3242
$165 ﹤0.01%
40
3243
$163 ﹤0.01%
100
3244
$158 ﹤0.01%
+150
3245
$153 ﹤0.01%
10
3246
$150 ﹤0.01%
5
3247
$138 ﹤0.01%
14
3248
$136 ﹤0.01%
40
3249
$134 ﹤0.01%
17
3250
$129 ﹤0.01%
3
128 129
130
131 132