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
351
$3.26M 0.05%
6,029
-215
352
$3.26M 0.05%
218,305
+45,425
353
$3.25M 0.05%
86,043
+66,247
354
$3.25M 0.05%
73,596
+103
355
$3.24M 0.05%
41,044
-9,030
356
$3.23M 0.05%
32,637
+179
357
$3.21M 0.05%
34,200
+1,381
358
$3.19M 0.05%
87,945
+20,841
359
$3.18M 0.05%
47,658
+10,146
360
$3.18M 0.05%
71,435
-21,493
361
$3.18M 0.05%
22,366
-2,513
362
$3.16M 0.05%
49,650
-10,125
363
$3.13M 0.05%
61,764
+3,134
364
$3.06M 0.05%
116,195
-3,080
365
$3.05M 0.05%
37,632
-20,001
366
$3.04M 0.05%
23,266
-26
367
$3.02M 0.05%
6,601
-102
368
$3.02M 0.05%
72,153
-3,076
369
$3.02M 0.05%
61,427
+4,161
370
$3M 0.05%
19,754
+11,595
371
$3M 0.04%
81,086
-1,366
372
$2.97M 0.04%
47,804
+22,307
373
$2.95M 0.04%
25,265
-9,393
374
$2.94M 0.04%
47,398
+628
375
$2.93M 0.04%
19,267
-9,385
13 14
15
16 17