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
776
$37K ﹤0.01%
+1,800
777
$36K ﹤0.01%
490
778
$36K ﹤0.01%
775
779
– –
-1,218
780
$36K ﹤0.01%
395
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781
$35K ﹤0.01%
364
+24
782
$35K ﹤0.01%
1,147
783
$35K ﹤0.01%
840
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784
$35K ﹤0.01%
1,000
785
$35K ﹤0.01%
+700
786
$34K ﹤0.01%
2,317
+16
787
$34K ﹤0.01%
403
788
$34K ﹤0.01%
1,200
789
$34K ﹤0.01%
235
-2
790
$34K ﹤0.01%
1,074
-100
791
$34K ﹤0.01%
2,326
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792
$33K ﹤0.01%
281
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793
$33K ﹤0.01%
1,197
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794
$33K ﹤0.01%
690
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795
$33K ﹤0.01%
2,354
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796
$33K ﹤0.01%
1,312
797
$33K ﹤0.01%
1,000
798
$33K ﹤0.01%
1,344
-244
799
$32K ﹤0.01%
2,082
800
$32K ﹤0.01%
+1,431
30 31
32
33 34