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
1051
$13K ﹤0.01%
300
1052
$13K ﹤0.01%
13
+3
1053
$13K ﹤0.01%
534
-6,459
1054
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1,580
1055
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114
1056
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792
+440
1057
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1,728
1058
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200
1059
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300
-1,000
1060
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262
-147
1061
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65
-43
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316
-21
1063
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641
+173
1064
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100
1065
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96
-9
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1067
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100
1068
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472
1069
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815
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1070
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133
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204
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$12K ﹤0.01%
216
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1074
$12K ﹤0.01%
265
+4
1075
$12K ﹤0.01%
316
+100
41 42
43
44 45