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
951
$475K 0.01%
26,387
+200
952
$475K 0.01%
18,728
+1,320
953
$474K 0.01%
3,486
+14
954
$474K 0.01%
13,951
-772
955
$472K 0.01%
11,419
-2,265
956
$472K 0.01%
12,103
+150
957
$471K 0.01%
12,138
+10,947
958
$470K 0.01%
34,879
959
$468K 0.01%
+4,676
960
$467K 0.01%
10,630
-1,048
961
$466K 0.01%
4,827
-3,976
962
$465K 0.01%
39,272
-1,690
963
$465K 0.01%
3,307
+273
964
$465K 0.01%
8,074
+541
965
$464K 0.01%
8,820
+258
966
$464K 0.01%
872
+8
967
$463K 0.01%
8,820
-315
968
$460K 0.01%
5,776
-102
969
$458K 0.01%
4,415
+38
970
$456K 0.01%
14,548
+62
971
$453K 0.01%
13,673
+3,965
972
$451K 0.01%
3,645
-280
973
$449K 0.01%
8,897
+555
974
$448K 0.01%
5,636
+2,826
975
$447K 0.01%
18,160
-600
37 38
39
40 41