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
926
$37K ﹤0.01%
643
+25
927
$37K ﹤0.01%
1,038
+972
928
$37K ﹤0.01%
1,266
-72
929
$37K ﹤0.01%
+1,739
930
$37K ﹤0.01%
3,701
-628
931
$37K ﹤0.01%
1,137
932
$37K ﹤0.01%
+5,500
933
$37K ﹤0.01%
273
+98
934
$37K ﹤0.01%
1,458
+114
935
$36K ﹤0.01%
2,909
936
$36K ﹤0.01%
786
-1,285
937
$36K ﹤0.01%
11,624
938
$36K ﹤0.01%
624
+575
939
$36K ﹤0.01%
177
+122
940
$36K ﹤0.01%
403
941
$36K ﹤0.01%
495
+99
942
$36K ﹤0.01%
+3,000
943
$35K ﹤0.01%
5,506
+2,006
944
$35K ﹤0.01%
2,250
-300
945
$35K ﹤0.01%
267
+201
946
$35K ﹤0.01%
393
+29
947
$35K ﹤0.01%
263
-156
948
$35K ﹤0.01%
490
949
$34K ﹤0.01%
350
-264
950
$34K ﹤0.01%
237
36 37
38
39 40