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
951
$19K ﹤0.01%
928
+7
952
$19K ﹤0.01%
292
-29
953
$19K ﹤0.01%
405
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954
$19K ﹤0.01%
103
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955
$19K ﹤0.01%
406
956
$19K ﹤0.01%
533
957
$19K ﹤0.01%
548
+504
958
$18K ﹤0.01%
95
959
$18K ﹤0.01%
196
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960
$18K ﹤0.01%
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961
$18K ﹤0.01%
1,412
962
$18K ﹤0.01%
382
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963
$18K ﹤0.01%
438
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$18K ﹤0.01%
1,079
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965
$18K ﹤0.01%
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$18K ﹤0.01%
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$18K ﹤0.01%
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968
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969
$18K ﹤0.01%
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$18K ﹤0.01%
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971
$17K ﹤0.01%
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$17K ﹤0.01%
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973
$17K ﹤0.01%
387
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$17K ﹤0.01%
1,125
975
$17K ﹤0.01%
294
37 38
39
40 41