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
$982M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,860
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.92M
3
+$4.49M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.96M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$6.63M
2
+$4.03M
3
+$3.76M
4
BGC icon
BGC Group
BGC
+$2.79M
5
CAT icon
Caterpillar
CAT
+$2.28M

Sector Composition

1 Technology 9.67%
2 Consumer Discretionary 7.85%
3 Financials 7.58%
4 Communication Services 7.1%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$299K 0.03%
2,263
+42
377
$298K 0.03%
1,723
+1
378
$296K 0.03%
3,145
-3
379
$293K 0.03%
4,267
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380
$288K 0.03%
8,352
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381
$281K 0.03%
5,970
+182
382
$276K 0.03%
7,243
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383
$276K 0.03%
15,957
+132
384
$274K 0.03%
1,959
+130
385
$274K 0.03%
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-4
386
$273K 0.03%
8,148
+2,720
387
$273K 0.03%
2,007
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388
$271K 0.03%
4,869
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389
$270K 0.03%
+10,474
390
$268K 0.03%
3,823
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391
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15,010
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392
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393
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1,151
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394
$258K 0.03%
5,473
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395
$256K 0.03%
5,298
-54
396
$255K 0.03%
6,816
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397
$253K 0.03%
11,705
-75
398
$251K 0.03%
3,114
+784
399
$251K 0.03%
2,732
+340
400
$250K 0.03%
4,714
+545
14 15
16
17 18