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
851
$28K ﹤0.01%
404
+27
852
$28K ﹤0.01%
223
-9
853
$27K ﹤0.01%
15
854
$27K ﹤0.01%
722
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855
$27K ﹤0.01%
7,507
856
$27K ﹤0.01%
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857
$27K ﹤0.01%
62
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858
$27K ﹤0.01%
2,183
+11
859
$27K ﹤0.01%
157
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860
$27K ﹤0.01%
338
+62
861
$27K ﹤0.01%
396
862
– –
-20
863
$26K ﹤0.01%
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864
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865
$26K ﹤0.01%
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866
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868
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– –
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870
$26K ﹤0.01%
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871
$26K ﹤0.01%
438
872
$25K ﹤0.01%
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873
$25K ﹤0.01%
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874
$25K ﹤0.01%
9,718
+1,600
875
$25K ﹤0.01%
+466
33 34
35
36 37