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
751
$836K 0.01%
13,248
+1,696
752
$833K 0.01%
24,230
753
$831K 0.01%
26,424
-1,837
754
$830K 0.01%
16,408
+292
755
$828K 0.01%
48,912
-1,327
756
$827K 0.01%
21,945
-904
757
$827K 0.01%
7,593
+5,926
758
$826K 0.01%
81,115
-4,230
759
$823K 0.01%
6,189
+222
760
$822K 0.01%
4,593
+205
761
$821K 0.01%
46,172
-7,732
762
$819K 0.01%
11,660
-15
763
$814K 0.01%
19,649
-2,848
764
$805K 0.01%
16,532
-74
765
$804K 0.01%
21,249
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766
$804K 0.01%
19,800
-5,775
767
$802K 0.01%
18,750
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768
$799K 0.01%
12,907
-654
769
$795K 0.01%
24,244
+14,635
770
$792K 0.01%
9,399
+3,250
771
$792K 0.01%
51,668
-21,500
772
$790K 0.01%
18,444
-62,257
773
$789K 0.01%
15,443
-2,315
774
$787K 0.01%
7,421
+6,125
775
$787K 0.01%
19,821
+3,843
29 30
31
32 33