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
401
$249K 0.03%
11,277
+3,930
402
$247K 0.03%
1,613
-23
403
$246K 0.03%
2,596
+228
404
$244K 0.02%
10,577
-87
405
$244K 0.02%
20,958
+6,997
406
$244K 0.02%
12,200
407
$241K 0.02%
3,835
-10
408
$240K 0.02%
36,090
409
$238K 0.02%
5,588
-88,370
410
$236K 0.02%
5,254
+1,140
411
$235K 0.02%
1,873
+99
412
$235K 0.02%
52,640
+6,520
413
$234K 0.02%
1,764
+1
414
$231K 0.02%
1,522
+201
415
$228K 0.02%
4,550
+370
416
$228K 0.02%
10,024
+201
417
$227K 0.02%
1,017
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418
$226K 0.02%
+3,421
419
$226K 0.02%
+4,424
420
$225K 0.02%
15,705
+3,075
421
$225K 0.02%
5,800
+74
422
$224K 0.02%
5,817
-1,751
423
$222K 0.02%
11,745
-5
424
$222K 0.02%
3,154
425
$221K 0.02%
4,861
+364
15 16
17
18 19