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
551
$1.53M 0.02%
47,898
+1,076
552
$1.53M 0.02%
18,956
+2,268
553
$1.53M 0.02%
60,155
-197
554
$1.52M 0.02%
18,108
-678
555
$1.51M 0.02%
600,000
-30,570
556
$1.5M 0.02%
59,157
+8,183
557
$1.49M 0.02%
14,049
-1,349
558
$1.49M 0.02%
83,736
+7,878
559
$1.49M 0.02%
26,614
-484
560
$1.49M 0.02%
42,064
+27,570
561
$1.48M 0.02%
118,961
+2,034
562
$1.47M 0.02%
38,556
+8,984
563
$1.47M 0.02%
88,129
-1,445
564
$1.47M 0.02%
12,808
+886
565
$1.46M 0.02%
88,748
-14,513
566
$1.46M 0.02%
19,196
-465
567
$1.46M 0.02%
25,330
-4,826
568
$1.46M 0.02%
46,746
-1,016
569
$1.46M 0.02%
19,620
-5,019
570
$1.46M 0.02%
82,367
-4,080
571
$1.45M 0.02%
63,912
+9,860
572
$1.45M 0.02%
29,235
+1,530
573
$1.44M 0.02%
21,624
+495
574
$1.42M 0.02%
9,282
-379
575
$1.42M 0.02%
18,801
-1,529
21 22
23
24 25