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
426
$2.42M 0.04%
6,909
+2,090
427
$2.42M 0.04%
20,957
+363
428
$2.42M 0.04%
40,049
+394
429
$2.41M 0.04%
3,329
+1,113
430
$2.41M 0.04%
14,765
-272
431
$2.4M 0.04%
28,425
-8,001
432
$2.39M 0.04%
24,658
+120
433
$2.37M 0.04%
58,780
-14,575
434
$2.36M 0.04%
39,540
-622
435
$2.34M 0.04%
188,772
+18,110
436
$2.33M 0.03%
66,458
-1,129
437
$2.31M 0.03%
16,196
+235
438
$2.31M 0.03%
26,163
-1,150
439
$2.31M 0.03%
4,917
+1,293
440
$2.28M 0.03%
15,448
+2,434
441
$2.27M 0.03%
46,258
+1,100
442
$2.27M 0.03%
199,365
-4,814
443
$2.27M 0.03%
15,562
+1,322
444
$2.26M 0.03%
13,619
+146
445
$2.25M 0.03%
6,582
+198
446
$2.25M 0.03%
5,048
+292
447
$2.24M 0.03%
22,994
-31,259
448
$2.23M 0.03%
78,681
+2,168
449
$2.22M 0.03%
4,881
-8,265
450
$2.21M 0.03%
62,639
+14,795
16 17
18
19 20