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
876
$25K ﹤0.01%
+2,500
877
$25K ﹤0.01%
+403
878
$25K ﹤0.01%
+377
879
$25K ﹤0.01%
208
+8
880
$25K ﹤0.01%
1,800
-200
881
$25K ﹤0.01%
663
+3
882
$24K ﹤0.01%
174
883
$24K ﹤0.01%
900
+400
884
$24K ﹤0.01%
+2,067
885
$24K ﹤0.01%
729
+84
886
$24K ﹤0.01%
600
887
$24K ﹤0.01%
600
+225
888
$24K ﹤0.01%
400
889
$24K ﹤0.01%
642
890
$24K ﹤0.01%
3,132
+1,021
891
$24K ﹤0.01%
280
892
$24K ﹤0.01%
5,192
+4,887
893
$24K ﹤0.01%
1,050
+766
894
$24K ﹤0.01%
337
895
$23K ﹤0.01%
346
896
$23K ﹤0.01%
+400
897
$23K ﹤0.01%
397
-17
898
$23K ﹤0.01%
700
899
$23K ﹤0.01%
782
+99
900
$23K ﹤0.01%
2,745
+118
34 35
36
37 38