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
1126
$19K ﹤0.01%
16
+7
1127
$19K ﹤0.01%
+800
1128
$19K ﹤0.01%
95
1129
$19K ﹤0.01%
144
-30
1130
$19K ﹤0.01%
280
-12
1131
$19K ﹤0.01%
+90
1132
$19K ﹤0.01%
406
1133
$19K ﹤0.01%
424
1134
$19K ﹤0.01%
617
1135
$19K ﹤0.01%
780
-532
1136
$19K ﹤0.01%
+196
1137
$19K ﹤0.01%
875
1138
$19K ﹤0.01%
735
+3
1139
$19K ﹤0.01%
130
1140
$19K ﹤0.01%
3,616
-1,576
1141
$19K ﹤0.01%
240
1142
$19K ﹤0.01%
1,122
+200
1143
$19K ﹤0.01%
1,350
1144
$18K ﹤0.01%
227
-456
1145
$18K ﹤0.01%
400
1146
$18K ﹤0.01%
+2,346
1147
$18K ﹤0.01%
+1,000
1148
$18K ﹤0.01%
284
+86
1149
$18K ﹤0.01%
1,070
+260
1150
$18K ﹤0.01%
1,631
+15
44 45
46
47 48