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
$1.31B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$9.46M
3
+$9.09M
4
MSFT icon
Microsoft
MSFT
+$7.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.81M

Top Sells

1
+$2.45M
2
+$1.73M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M
5
MBB icon
iShares MBS ETF
MBB
+$924K

Sector Composition

1 Technology 10.02%
2 Financials 8.2%
3 Consumer Discretionary 7.94%
4 Communication Services 6.9%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$190K 0.01%
3,013
+2,933
527
$188K 0.01%
11,964
+294
528
$187K 0.01%
3,063
+1,682
529
$185K 0.01%
3,123
+1,932
530
$184K 0.01%
5,285
+2,085
531
$184K 0.01%
32,650
+31,850
532
$182K 0.01%
9,593
-133
533
$182K 0.01%
12,825
+12,600
534
$181K 0.01%
8,141
+1,175
535
$181K 0.01%
14,336
+4,095
536
$181K 0.01%
3,595
+2,255
537
$180K 0.01%
3,719
+3,675
538
$175K 0.01%
521
+24
539
$175K 0.01%
+3,371
540
$175K 0.01%
10,098
+5,036
541
$174K 0.01%
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542
$174K 0.01%
3,428
-27
543
$174K 0.01%
1,249
+500
544
$173K 0.01%
29,586
+111
545
$172K 0.01%
1,440
-519
546
$172K 0.01%
2,910
+1,080
547
$172K 0.01%
+14,700
548
$171K 0.01%
2,649
-149
549
$171K 0.01%
4,843
550
$170K 0.01%
21,513
+20,248
20 21
22
23 24