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
576
$1.42M 0.02%
17,480
+1,199
577
$1.42M 0.02%
29,027
+5,169
578
$1.42M 0.02%
51,753
+39,250
579
$1.41M 0.02%
58,841
-183
580
$1.41M 0.02%
34,673
581
$1.41M 0.02%
16,940
-600
582
$1.41M 0.02%
168,899
+139,665
583
$1.41M 0.02%
30,793
-533
584
$1.4M 0.02%
30,855
-4,669
585
$1.39M 0.02%
38,731
+2,472
586
$1.39M 0.02%
24,265
+1,235
587
$1.39M 0.02%
45,447
+1,017
588
$1.39M 0.02%
27,129
-6,764
589
$1.39M 0.02%
15,496
-223
590
$1.38M 0.02%
44,054
-1,232
591
$1.38M 0.02%
3,111
-33
592
$1.38M 0.02%
50,170
+5,711
593
$1.38M 0.02%
10,411
+382
594
$1.37M 0.02%
36,357
-11,160
595
$1.37M 0.02%
34,312
+1,994
596
$1.37M 0.02%
47,629
+7,111
597
$1.36M 0.02%
36,807
-9,124
598
$1.36M 0.02%
49,183
-17,140
599
$1.35M 0.02%
44,637
-3,439
600
$1.35M 0.02%
12,466
+149
22 23
24
25 26