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
426
$219K 0.02%
9,615
+1,374
427
$218K 0.02%
+13,838
428
$216K 0.02%
1,452
-103
429
$216K 0.02%
4,687
+2,088
430
$215K 0.02%
19,276
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431
$214K 0.02%
3,262
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432
$213K 0.02%
3,322
-190
433
$213K 0.02%
1,193
-97
434
$211K 0.02%
6,828
+250
435
$202K 0.02%
3,274
+3,066
436
$200K 0.02%
3,971
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437
$200K 0.02%
11,857
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438
$199K 0.02%
8,669
+4,813
439
$198K 0.02%
3,100
440
$197K 0.02%
6,057
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441
$192K 0.02%
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442
$191K 0.02%
11,670
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443
$191K 0.02%
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444
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445
$190K 0.02%
3,666
-23,943
446
$190K 0.02%
16,556
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447
$190K 0.02%
2,583
+698
448
$189K 0.02%
4,050
+73
449
$186K 0.02%
9,726
+1
450
$185K 0.02%
990
+29
16 17
18
19 20