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
1076
$12K ﹤0.01%
400
1077
$12K ﹤0.01%
858
1078
$12K ﹤0.01%
2,172
+61
1079
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+500
1080
$11K ﹤0.01%
+221
1081
$11K ﹤0.01%
600
1082
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198
+182
1083
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+215
1084
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+85
1085
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686
1086
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+118
1087
$11K ﹤0.01%
211
1088
$11K ﹤0.01%
+1,810
1089
$11K ﹤0.01%
400
1090
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400
1091
$11K ﹤0.01%
+400
1092
$11K ﹤0.01%
520
+108
1093
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+425
1094
$11K ﹤0.01%
153
-457
1095
$11K ﹤0.01%
422
1096
$10K ﹤0.01%
1,151
1097
$10K ﹤0.01%
205
+45
1098
$10K ﹤0.01%
269
1099
$10K ﹤0.01%
195
1100
$10K ﹤0.01%
303
42 43
44
45 46