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
451
$2.21M 0.03%
48,484
+35,915
452
$2.2M 0.03%
11,907
+8,424
453
$2.2M 0.03%
62,852
-1,379
454
$2.2M 0.03%
69,818
+4,218
455
$2.2M 0.03%
31,888
-11,789
456
$2.19M 0.03%
28,449
-211
457
$2.19M 0.03%
64,734
+55,198
458
$2.19M 0.03%
50,707
-2,804
459
$2.18M 0.03%
35,056
-2,323
460
$2.18M 0.03%
30,708
+1,789
461
$2.18M 0.03%
21,717
+124
462
$2.17M 0.03%
4,616
-402
463
$2.17M 0.03%
58,355
-513
464
$2.17M 0.03%
7,518
-209
465
$2.16M 0.03%
68,393
-32,247
466
$2.16M 0.03%
11,658
-12,714
467
$2.15M 0.03%
21,882
468
$2.14M 0.03%
19,068
+244
469
$2.12M 0.03%
13,171
+10,474
470
$2.11M 0.03%
49,525
+4,264
471
$2.11M 0.03%
44,752
-5,541
472
$2.08M 0.03%
58,456
-1,047
473
$2.05M 0.03%
12,250
-1,055
474
$2.04M 0.03%
10,913
+124
475
$2.03M 0.03%
25,089
+1,904
17 18
19
20 21