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
$6.67B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,438
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.5M
3
+$12.6M
4
TSLA icon
Tesla
TSLA
+$11.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.23M

Top Sells

1
+$18M
2
+$8.78M
3
+$8.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.03M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.32M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.47%
3 Consumer Discretionary 6.38%
4 Financials 6.13%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$260K ﹤0.01%
1,582
+177
1177
$258K ﹤0.01%
4,500
+2,000
1178
$258K ﹤0.01%
12,050
+654
1179
$258K ﹤0.01%
6,018
+10
1180
$257K ﹤0.01%
+9,194
1181
$257K ﹤0.01%
625
-445
1182
$255K ﹤0.01%
3,000
1183
$254K ﹤0.01%
6,104
+4,954
1184
$252K ﹤0.01%
+6,480
1185
$251K ﹤0.01%
1,268
-11
1186
$251K ﹤0.01%
4,582
-152
1187
$250K ﹤0.01%
5,402
1188
$250K ﹤0.01%
27,054
+3,379
1189
$249K ﹤0.01%
2,344
-61
1190
$248K ﹤0.01%
6,500
1191
$248K ﹤0.01%
9,433
-2,700
1192
$247K ﹤0.01%
6,293
-477
1193
$247K ﹤0.01%
5,319
+4,680
1194
$247K ﹤0.01%
11,797
-874
1195
$246K ﹤0.01%
4,803
-414
1196
$245K ﹤0.01%
4,232
-119
1197
$245K ﹤0.01%
2,743
-400
1198
$245K ﹤0.01%
7,425
-271
1199
$244K ﹤0.01%
10,485
-3,583
1200
$244K ﹤0.01%
6,800
-4,875
46 47
48
49 50