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
$982M
AUM Growth
+$92.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,860
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.92M
3
+$4.49M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.96M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M

Top Sells

1
+$6.63M
2
+$4.03M
3
+$3.76M
4
BGC icon
BGC Group
BGC
+$2.79M
5
CAT icon
Caterpillar
CAT
+$2.28M

Sector Composition

1 Technology 9.67%
2 Consumer Discretionary 7.85%
3 Financials 7.58%
4 Communication Services 7.1%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$49K 0.01%
1,202
+8
702
$48K ﹤0.01%
878
-37
703
$48K ﹤0.01%
608
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704
$48K ﹤0.01%
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705
$47K ﹤0.01%
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706
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2,106
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707
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1,043
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708
$47K ﹤0.01%
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709
$47K ﹤0.01%
2,254
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710
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+1,266
711
$46K ﹤0.01%
994
712
$46K ﹤0.01%
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713
$46K ﹤0.01%
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714
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2,868
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715
$46K ﹤0.01%
4,800
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$45K ﹤0.01%
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717
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430
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718
$45K ﹤0.01%
3,691
719
$45K ﹤0.01%
581
720
$44K ﹤0.01%
6,650
721
$44K ﹤0.01%
1,560
+1,000
722
$44K ﹤0.01%
+592
723
$44K ﹤0.01%
11,624
-1,400
724
$44K ﹤0.01%
4,329
+986
725
$44K ﹤0.01%
748
-188
27 28
29
30 31