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
801
$32K ﹤0.01%
599
+549
802
$32K ﹤0.01%
3,188
+33
803
$32K ﹤0.01%
700
804
$32K ﹤0.01%
1,745
805
$32K ﹤0.01%
133
+94
806
$32K ﹤0.01%
1,608
+1,184
807
$32K ﹤0.01%
+630
808
$32K ﹤0.01%
3,308
809
$32K ﹤0.01%
2,120
810
$32K ﹤0.01%
285
+6
811
$32K ﹤0.01%
+549
812
$31K ﹤0.01%
559
-3,203
813
$31K ﹤0.01%
375
814
$31K ﹤0.01%
2,059
-755
815
$31K ﹤0.01%
1,451
816
$31K ﹤0.01%
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817
$31K ﹤0.01%
830
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818
$31K ﹤0.01%
380
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819
$31K ﹤0.01%
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820
$31K ﹤0.01%
671
821
$31K ﹤0.01%
559
+125
822
$30K ﹤0.01%
9,025
+5,910
823
$30K ﹤0.01%
536
+86
824
$30K ﹤0.01%
856
+272
825
$30K ﹤0.01%
600
31 32
33
34 35