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
1176
$17K ﹤0.01%
196
1177
$17K ﹤0.01%
575
+375
1178
$17K ﹤0.01%
360
+30
1179
$17K ﹤0.01%
182
-5
1180
$17K ﹤0.01%
+250
1181
$17K ﹤0.01%
100
1182
$17K ﹤0.01%
380
+224
1183
$17K ﹤0.01%
398
-1,138
1184
$17K ﹤0.01%
1,004
+212
1185
$17K ﹤0.01%
+222
1186
$17K ﹤0.01%
500
-500
1187
$17K ﹤0.01%
1,327
+1,087
1188
$17K ﹤0.01%
220
1189
$17K ﹤0.01%
101
-12
1190
$17K ﹤0.01%
405
-320
1191
$17K ﹤0.01%
500
1192
$17K ﹤0.01%
369
+255
1193
$17K ﹤0.01%
+500
1194
$16K ﹤0.01%
+455
1195
$16K ﹤0.01%
1,115
-326
1196
$16K ﹤0.01%
772
1197
$16K ﹤0.01%
+1,000
1198
$16K ﹤0.01%
890
+385
1199
$16K ﹤0.01%
333
+25
1200
$16K ﹤0.01%
114
46 47
48
49 50