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
701
$959K 0.01%
51,200
+1,612
702
$959K 0.01%
29,027
-9,662
703
$958K 0.01%
36,778
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704
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11,380
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13,396
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706
$946K 0.01%
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707
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19,265
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708
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30,701
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44,451
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17,318
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58,213
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712
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159,567
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713
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92,548
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18,500
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20,060
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721
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34,212
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722
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11,928
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723
$895K 0.01%
37,339
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724
$894K 0.01%
29,956
-2,875
725
$894K 0.01%
14,011
+196
27 28
29
30 31