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
1251
$216K ﹤0.01%
1,465
-218
1252
$215K ﹤0.01%
13,161
+442
1253
$215K ﹤0.01%
10,626
-150
1254
$215K ﹤0.01%
17,587
+965
1255
$214K ﹤0.01%
4,680
1256
$214K ﹤0.01%
8,227
1257
$213K ﹤0.01%
4,134
+9
1258
$213K ﹤0.01%
6,000
1259
$213K ﹤0.01%
1,875
-192
1260
$213K ﹤0.01%
3,718
-337
1261
$213K ﹤0.01%
8,922
+1,691
1262
$213K ﹤0.01%
26,994
+3,180
1263
$213K ﹤0.01%
8,863
-50
1264
$212K ﹤0.01%
1,689
-119
1265
$212K ﹤0.01%
1,904
-4
1266
$212K ﹤0.01%
1,262
-54
1267
$211K ﹤0.01%
17,741
-2,850
1268
$211K ﹤0.01%
119,080
-9,135
1269
$210K ﹤0.01%
2,585
1270
$210K ﹤0.01%
2,023
-25
1271
$209K ﹤0.01%
3,363
+194
1272
$209K ﹤0.01%
4,542
-5,009
1273
$209K ﹤0.01%
3,234
+21
1274
$208K ﹤0.01%
3,928
1275
$207K ﹤0.01%
5,000
49 50
51
52 53