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
376
$2.93M 0.04%
15,011
+342
377
$2.91M 0.04%
76,012
-2,516
378
$2.9M 0.04%
34,640
+11,875
379
$2.88M 0.04%
190,673
-11,617
380
$2.88M 0.04%
14,575
-114
381
$2.87M 0.04%
9,830
+27
382
$2.87M 0.04%
73,896
-9,655
383
$2.85M 0.04%
73,010
-1,270
384
$2.85M 0.04%
60,162
+33,432
385
$2.85M 0.04%
66,035
+2,425
386
$2.84M 0.04%
53,042
+249
387
$2.82M 0.04%
3,572
+27
388
$2.82M 0.04%
125,257
-153,867
389
$2.81M 0.04%
200,626
+16,592
390
$2.81M 0.04%
89,555
+83,543
391
$2.8M 0.04%
109,622
+39,820
392
$2.8M 0.04%
60,830
-536
393
$2.79M 0.04%
16,462
-91
394
$2.78M 0.04%
123,879
-6,197
395
$2.77M 0.04%
81,287
+2,952
396
$2.77M 0.04%
83,281
397
$2.77M 0.04%
18,568
+9,065
398
$2.76M 0.04%
73,527
+68,093
399
$2.73M 0.04%
81,323
+3,558
400
$2.71M 0.04%
55,506
+65
14 15
16
17 18