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
776
$60K ﹤0.01%
980
+335
777
$60K ﹤0.01%
5,706
+4,800
778
$59K ﹤0.01%
1,097
779
$59K ﹤0.01%
3,745
+1,000
780
$59K ﹤0.01%
1,807
+3
781
$59K ﹤0.01%
1,184
+130
782
$59K ﹤0.01%
+4,000
783
$59K ﹤0.01%
1,293
+116
784
$58K ﹤0.01%
823
+3
785
$58K ﹤0.01%
260
+157
786
$58K ﹤0.01%
2,511
+405
787
$58K ﹤0.01%
+3,113
788
$57K ﹤0.01%
2,500
789
$57K ﹤0.01%
1,071
+850
790
$57K ﹤0.01%
858
+798
791
$57K ﹤0.01%
6,691
792
$56K ﹤0.01%
1,871
+674
793
$56K ﹤0.01%
1,071
+2
794
$56K ﹤0.01%
+6,400
795
$56K ﹤0.01%
935
+481
796
$55K ﹤0.01%
1,704
797
$55K ﹤0.01%
+3,842
798
$55K ﹤0.01%
1,000
799
$54K ﹤0.01%
1,259
800
$54K ﹤0.01%
8,382
+2,000
30 31
32
33 34