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
$1.31B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,046
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$9.46M
3
+$9.09M
4
MSFT icon
Microsoft
MSFT
+$7.15M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.81M

Top Sells

1
+$2.45M
2
+$1.73M
3
+$1.56M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.11M
5
MBB icon
iShares MBS ETF
MBB
+$924K

Sector Composition

1 Technology 10.02%
2 Financials 8.2%
3 Consumer Discretionary 7.94%
4 Communication Services 6.9%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$76K 0.01%
5,396
-1,317
702
$75K 0.01%
1,904
+508
703
$75K 0.01%
+956
704
$75K 0.01%
2,410
+1,461
705
$74K 0.01%
3,222
+15
706
$74K 0.01%
6,547
+5,742
707
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+1,100
708
$74K 0.01%
5,850
709
$73K 0.01%
1,320
+1,200
710
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1,326
-30
711
$73K 0.01%
601
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712
$72K 0.01%
4,267
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713
$72K 0.01%
1,102
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714
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1,119
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715
$72K 0.01%
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716
$71K 0.01%
6,582
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717
$71K 0.01%
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718
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5,070
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$71K 0.01%
4,387
720
$71K 0.01%
7,369
+3,842
721
$70K 0.01%
1,032
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722
$70K 0.01%
877
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723
$70K 0.01%
851
+75
724
$70K 0.01%
5,073
-2,957
725
$70K 0.01%
494
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