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
1076
$22K ﹤0.01%
343
+212
1077
$22K ﹤0.01%
691
-38
1078
$22K ﹤0.01%
148
+112
1079
$22K ﹤0.01%
786
+636
1080
$22K ﹤0.01%
189
1081
$22K ﹤0.01%
1,282
+1,070
1082
$22K ﹤0.01%
500
1083
$22K ﹤0.01%
+1,500
1084
$22K ﹤0.01%
200
1085
$22K ﹤0.01%
2,370
-375
1086
$22K ﹤0.01%
950
1087
$21K ﹤0.01%
1,500
1088
$21K ﹤0.01%
+600
1089
$21K ﹤0.01%
1,412
1090
$21K ﹤0.01%
+950
1091
$21K ﹤0.01%
+281
1092
$21K ﹤0.01%
405
1093
$21K ﹤0.01%
533
1094
$21K ﹤0.01%
334
1095
$21K ﹤0.01%
106
+24
1096
$21K ﹤0.01%
2,023
+469
1097
$21K ﹤0.01%
626
-521
1098
$21K ﹤0.01%
188
1099
$21K ﹤0.01%
350
-398
1100
$21K ﹤0.01%
600
42 43
44
45 46