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
651
$1.15M 0.02%
33,048
-4,297
652
$1.14M 0.02%
48,340
-1,405
653
$1.13M 0.02%
41,493
654
$1.13M 0.02%
18,789
655
$1.12M 0.02%
18,138
-206
656
$1.12M 0.02%
50,261
-9,937
657
$1.11M 0.02%
14,883
+2,605
658
$1.11M 0.02%
3,148
-80
659
$1.11M 0.02%
53,437
-390
660
$1.1M 0.02%
37,795
-856
661
$1.1M 0.02%
18,772
-1,012
662
$1.1M 0.02%
9,709
-383
663
$1.09M 0.02%
20,502
+7
664
$1.09M 0.02%
20,164
-5,256
665
$1.09M 0.02%
44,680
+3,785
666
$1.09M 0.02%
12,329
667
$1.08M 0.02%
9,262
-205
668
$1.08M 0.02%
2,483
-203
669
$1.08M 0.02%
21,879
+1,160
670
$1.07M 0.02%
5,893
-821
671
$1.07M 0.02%
118,140
-23,850
672
$1.07M 0.02%
13,949
-11,316
673
$1.06M 0.02%
38,656
-15,672
674
$1.06M 0.02%
13,238
-468
675
$1.06M 0.02%
60,219
-29,689
25 26
27
28 29