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
1276
$206K ﹤0.01%
10,020
1277
$206K ﹤0.01%
4,855
1278
$206K ﹤0.01%
+7,202
1279
$206K ﹤0.01%
1,845
+15
1280
$206K ﹤0.01%
2,874
-1,642
1281
$205K ﹤0.01%
926
-7,615
1282
$203K ﹤0.01%
6,820
-100
1283
$203K ﹤0.01%
2,247
+245
1284
$203K ﹤0.01%
2,978
-114
1285
$203K ﹤0.01%
1,105
-8
1286
$202K ﹤0.01%
2,107
1287
$202K ﹤0.01%
4,915
-1,604
1288
$201K ﹤0.01%
1,724
+100
1289
$200K ﹤0.01%
1,500
1290
$200K ﹤0.01%
2,617
+768
1291
$200K ﹤0.01%
4,500
1292
$200K ﹤0.01%
7,604
-466
1293
$200K ﹤0.01%
3,000
1294
$199K ﹤0.01%
19,987
-198
1295
$198K ﹤0.01%
1,667
1296
$197K ﹤0.01%
5,516
+4,766
1297
$197K ﹤0.01%
+16,075
1298
$196K ﹤0.01%
8,447
1299
$196K ﹤0.01%
20,244
-1,420
1300
$195K ﹤0.01%
1,985
+451
50 51
52
53 54