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
401
$2.71M 0.04%
16,790
+1
402
$2.71M 0.04%
43,072
-2,829
403
$2.7M 0.04%
43,280
+18,332
404
$2.7M 0.04%
130,010
+1,386
405
$2.69M 0.04%
19,446
-6
406
$2.69M 0.04%
16,930
+127
407
$2.67M 0.04%
127,812
+18,960
408
$2.66M 0.04%
21,397
-774
409
$2.65M 0.04%
+107,884
410
$2.62M 0.04%
30,304
-1,889
411
$2.6M 0.04%
77,198
+3,120
412
$2.56M 0.04%
85,672
+2,978
413
$2.55M 0.04%
27,082
+1,201
414
$2.55M 0.04%
142,236
+134,238
415
$2.55M 0.04%
9,081
+185
416
$2.54M 0.04%
43,357
-12,770
417
$2.53M 0.04%
3,226
-117
418
$2.52M 0.04%
39,170
+15,590
419
$2.47M 0.04%
22,326
+2,603
420
$2.46M 0.04%
26,894
-1,168
421
$2.46M 0.04%
43,320
-90,875
422
$2.45M 0.04%
48,818
+662
423
$2.45M 0.04%
49,122
-1,883
424
$2.44M 0.04%
38,940
-137
425
$2.43M 0.04%
64,495
-48,562
15 16
17
18 19