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
476
$161K 0.02%
4,797
+2,781
477
$160K 0.02%
1,476
+514
478
$159K 0.02%
1,040
+15
479
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480
$156K 0.02%
3,021
+1,236
481
$154K 0.02%
+1,613
482
$150K 0.02%
24,052
483
$150K 0.02%
2,217
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484
$150K 0.02%
9,870
-12,224
485
$149K 0.02%
2,000
486
$148K 0.02%
+6,966
487
$148K 0.02%
1,486
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488
$145K 0.01%
13,789
+8,808
489
$145K 0.01%
158
490
$144K 0.01%
2,070
+1,555
491
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494
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495
$135K 0.01%
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496
$135K 0.01%
3,045
+151
497
$134K 0.01%
2,944
-11,866
498
$134K 0.01%
3,524
+34
499
$134K 0.01%
2,987
-29
500
$133K 0.01%
3,814
18 19
20
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