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
1276
$13K ﹤0.01%
218
1277
$13K ﹤0.01%
2,862
+690
1278
$13K ﹤0.01%
303
+132
1279
$13K ﹤0.01%
+647
1280
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310
+20
1281
$13K ﹤0.01%
100
1282
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300
1283
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208
-189
1284
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211
1285
$12K ﹤0.01%
185
-20
1286
$12K ﹤0.01%
140
+42
1287
$12K ﹤0.01%
400
1288
$12K ﹤0.01%
176
+76
1289
$12K ﹤0.01%
167
+100
1290
$12K ﹤0.01%
70
+32
1291
$12K ﹤0.01%
308
+184
1292
$12K ﹤0.01%
472
1293
$12K ﹤0.01%
408
+165
1294
$12K ﹤0.01%
+45
1295
$12K ﹤0.01%
422
1296
$12K ﹤0.01%
815
1297
$12K ﹤0.01%
2,000
1298
$12K ﹤0.01%
+204
1299
$12K ﹤0.01%
340
+246
1300
$12K ﹤0.01%
246
-71
50 51
52
53 54