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
$1.31B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$9.46M
3
+$9.09M
4
MSFT icon
Microsoft
MSFT
+$7.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.81M

Top Sells

1
+$2.45M
2
+$1.73M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M
5
MBB icon
iShares MBS ETF
MBB
+$924K

Sector Composition

1 Technology 10.02%
2 Financials 8.2%
3 Consumer Discretionary 7.94%
4 Communication Services 6.9%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$409K 0.03%
7,003
+6,972
402
$407K 0.03%
3,591
-459
403
$407K 0.03%
5,778
-115
404
$406K 0.03%
2,256
+213
405
$405K 0.03%
8,223
+94
406
$404K 0.03%
15,650
+10,650
407
$403K 0.03%
9,741
+4,738
408
$398K 0.03%
21,330
-1,645
409
$394K 0.03%
27,081
-2,369
410
$389K 0.03%
7,128
-88
411
$384K 0.03%
2,835
+78
412
$380K 0.03%
9,697
+577
413
$377K 0.03%
5,426
+2,326
414
$377K 0.03%
9,103
+1,860
415
$374K 0.03%
20,340
+17,070
416
$373K 0.03%
8,911
+176
417
$365K 0.03%
6,810
+4,434
418
$364K 0.03%
11,077
-1,870
419
$359K 0.03%
9,232
+8,376
420
$359K 0.03%
3,781
+97
421
$354K 0.03%
8,720
+1,904
422
$350K 0.03%
2,064
+928
423
$348K 0.03%
13,356
+546
424
$343K 0.03%
14,756
+3,479
425
$340K 0.03%
2,912
-60
15 16
17
18 19