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
1151
$18K ﹤0.01%
386
+281
1152
$18K ﹤0.01%
+354
1153
$18K ﹤0.01%
828
1154
$18K ﹤0.01%
+40
1155
$18K ﹤0.01%
388
+340
1156
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154
+128
1157
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593
-35
1158
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299
+173
1159
$18K ﹤0.01%
904
+654
1160
$18K ﹤0.01%
269
+200
1161
$18K ﹤0.01%
438
1162
$18K ﹤0.01%
+1,052
1163
$18K ﹤0.01%
+1,000
1164
$18K ﹤0.01%
800
-400
1165
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800
+200
1166
$18K ﹤0.01%
450
1167
$18K ﹤0.01%
410
1168
$18K ﹤0.01%
1,093
1169
$18K ﹤0.01%
547
1170
$18K ﹤0.01%
1,105
1171
$18K ﹤0.01%
387
1172
$17K ﹤0.01%
754
+533
1173
$17K ﹤0.01%
1,410
1174
– –
0
1175
$17K ﹤0.01%
262
45 46
47
48 49