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
726
$70K 0.01%
12,200
-2,500
727
$69K 0.01%
2,300
728
$69K 0.01%
1,700
+1,500
729
$69K 0.01%
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730
$69K 0.01%
1,296
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731
$69K 0.01%
1,035
732
$69K 0.01%
5,311
733
$68K 0.01%
1,114
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734
$67K 0.01%
950
735
$67K 0.01%
700
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736
$67K 0.01%
3,030
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737
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515
738
$67K 0.01%
2,188
739
$66K 0.01%
1,279
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740
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1,369
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741
$66K 0.01%
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742
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743
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744
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2,182
745
$65K 0.01%
209
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746
$65K 0.01%
767
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747
$64K ﹤0.01%
1,619
+314
748
$64K ﹤0.01%
1,171
+4
749
$64K ﹤0.01%
+1,948
750
$64K ﹤0.01%
2,190
28 29
30
31 32