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
1151
$9K ﹤0.01%
148
+55
1152
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1153
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400
1154
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848
1155
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830
1156
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1157
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515
1158
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82
-11
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184
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98
+48
1161
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1162
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1163
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1164
– –
-62
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169
1166
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11
1167
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-11
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111
+33
1171
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115
+80
1173
$8K ﹤0.01%
+92
1174
$8K ﹤0.01%
459
-48
1175
$8K ﹤0.01%
140
-26
45 46
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48 49