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
$6.67B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,438
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.5M
3
+$12.6M
4
TSLA icon
Tesla
TSLA
+$11.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.23M

Top Sells

1
+$18M
2
+$8.78M
3
+$8.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.03M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.32M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.47%
3 Consumer Discretionary 6.38%
4 Financials 6.13%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$515K 0.01%
3,250
-465
927
$515K 0.01%
17,254
+12,849
928
$508K 0.01%
4,532
-83
929
$508K 0.01%
6,762
-232
930
$506K 0.01%
13,224
-250
931
$503K 0.01%
14,693
+1,060
932
$502K 0.01%
13,457
+1,157
933
$502K 0.01%
10,116
-2,744
934
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3,370
-952
935
$501K 0.01%
5,113
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936
$499K 0.01%
3,479
-496
937
$495K 0.01%
33,419
-144
938
$494K 0.01%
21,895
-373
939
$493K 0.01%
9,851
-51
940
$490K 0.01%
11,830
941
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10,899
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942
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1,429
943
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1,244
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944
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5,994
945
$483K 0.01%
13,342
+2,844
946
$482K 0.01%
52,077
+10,371
947
$482K 0.01%
1,588
-88
948
$478K 0.01%
12,808
+900
949
$477K 0.01%
54,797
+157
950
$476K 0.01%
6,499
+1,416
36 37
38
39 40