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
676
$1.06M 0.02%
17,021
+441
677
$1.05M 0.02%
4,893
+332
678
$1.05M 0.02%
6,724
679
$1.05M 0.02%
15,190
+6,485
680
$1.04M 0.02%
91,491
-2,900
681
$1.04M 0.02%
65,379
-8,904
682
$1.04M 0.02%
12,800
-1,297
683
$1.04M 0.02%
82,909
+8,062
684
$1.04M 0.02%
31,527
+2,188
685
$1.04M 0.02%
15,644
+208
686
$1.02M 0.02%
22,254
+18,961
687
$1.01M 0.02%
24,247
-186
688
$1.01M 0.02%
19,484
+28
689
$1M 0.02%
44,757
-16,674
690
$992K 0.01%
10,832
-5,161
691
$991K 0.01%
37,183
+1,436
692
$985K 0.01%
17,148
+450
693
$982K 0.01%
49,131
694
$978K 0.01%
41,450
+14,853
695
$978K 0.01%
50,992
+4,370
696
$976K 0.01%
6,239
697
$976K 0.01%
21,113
698
$968K 0.01%
40,691
-5,632
699
$968K 0.01%
10,533
+185
700
$966K 0.01%
3,411
-1,213
26 27
28
29 30