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
526
$1.71M 0.03%
6,901
+217
527
$1.71M 0.03%
34,002
+2,310
528
$1.7M 0.03%
34,300
-883
529
$1.7M 0.03%
44,054
+9,107
530
$1.7M 0.03%
5,035
-328
531
$1.69M 0.03%
7,190
+250
532
$1.69M 0.03%
57,757
-9,356
533
$1.68M 0.03%
30,975
-542
534
$1.66M 0.02%
33,285
-1,469
535
$1.66M 0.02%
33,417
-3,666
536
$1.66M 0.02%
50,820
+4,811
537
$1.66M 0.02%
31,330
-3,053
538
$1.64M 0.02%
15,324
+5,299
539
$1.64M 0.02%
19,440
+1,068
540
$1.63M 0.02%
11,548
+1,081
541
$1.62M 0.02%
9,750
+5,906
542
$1.62M 0.02%
27,490
-1,217
543
$1.61M 0.02%
24,132
-993
544
$1.58M 0.02%
13,747
+1,230
545
$1.56M 0.02%
16,158
-121
546
$1.56M 0.02%
5,874
-95
547
$1.55M 0.02%
55,258
+44,458
548
$1.55M 0.02%
14,715
-2,034
549
$1.55M 0.02%
19,771
+151
550
$1.53M 0.02%
18,489
-2,175
20 21
22
23 24