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
826
$50K ﹤0.01%
2,265
+475
827
$50K ﹤0.01%
790
+152
828
$50K ﹤0.01%
793
+506
829
$50K ﹤0.01%
2,250
+1,200
830
$49K ﹤0.01%
1,315
-65,831
831
$49K ﹤0.01%
900
832
$49K ﹤0.01%
469
+188
833
$49K ﹤0.01%
3,639
+4
834
$49K ﹤0.01%
3,343
+843
835
$49K ﹤0.01%
3,255
-75
836
$49K ﹤0.01%
878
837
$49K ﹤0.01%
1,500
+1,073
838
$49K ﹤0.01%
+5,000
839
$48K ﹤0.01%
520
+365
840
$48K ﹤0.01%
861
+262
841
$48K ﹤0.01%
1,001
+7
842
$48K ﹤0.01%
1,970
-1,180
843
$48K ﹤0.01%
228
+174
844
$48K ﹤0.01%
794
+500
845
$48K ﹤0.01%
2,287
+33
846
$48K ﹤0.01%
430
847
$48K ﹤0.01%
8,559
+200
848
$47K ﹤0.01%
1,452
+25
849
$47K ﹤0.01%
1,328
+167
850
$47K ﹤0.01%
2,885
+17
32 33
34
35 36