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
976
$32K ﹤0.01%
874
-336
977
$32K ﹤0.01%
+670
978
$32K ﹤0.01%
613
+235
979
$32K ﹤0.01%
+2,000
980
$32K ﹤0.01%
2,326
981
$31K ﹤0.01%
375
982
$31K ﹤0.01%
2,200
+200
983
$31K ﹤0.01%
290
+223
984
$31K ﹤0.01%
+2,300
985
$31K ﹤0.01%
+606
986
$31K ﹤0.01%
+1,077
987
$31K ﹤0.01%
+600
988
$31K ﹤0.01%
1,000
989
$31K ﹤0.01%
312
+300
990
$31K ﹤0.01%
597
991
$30K ﹤0.01%
640
+260
992
$30K ﹤0.01%
+23
993
$30K ﹤0.01%
902
+120
994
$30K ﹤0.01%
911
+12
995
$30K ﹤0.01%
2,980
-328
996
$30K ﹤0.01%
804
-2
997
$29K ﹤0.01%
234
-32
998
$29K ﹤0.01%
2,500
999
$29K ﹤0.01%
600
1000
$29K ﹤0.01%
+3,000
38 39
40
41 42