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
1201
$7K ﹤0.01%
65
1202
$7K ﹤0.01%
550
1203
$7K ﹤0.01%
146
+105
1204
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458
1205
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1206
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186
-144
1207
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243
+39
1208
$7K ﹤0.01%
2,773
1209
$7K ﹤0.01%
48
-22
1210
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68
+8
1211
$7K ﹤0.01%
500
1212
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242
+96
1213
$7K ﹤0.01%
314
1214
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850
1215
$6K ﹤0.01%
+100
1216
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66
+25
1217
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273
+58
1218
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+500
1219
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333
1220
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143
+60
1221
$6K ﹤0.01%
173
-6
1222
$6K ﹤0.01%
113
1223
$6K ﹤0.01%
446
1224
$6K ﹤0.01%
+150
1225
$6K ﹤0.01%
196
-100
47 48
49
50 51