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
1301
$12K ﹤0.01%
133
1302
$12K ﹤0.01%
600
1303
$12K ﹤0.01%
405
+80
1304
$12K ﹤0.01%
1,025
1305
$12K ﹤0.01%
+78
1306
$12K ﹤0.01%
+100
1307
$12K ﹤0.01%
316
1308
$12K ﹤0.01%
+1,000
1309
$12K ﹤0.01%
581
-3,456
1310
$12K ﹤0.01%
+225
1311
$11K ﹤0.01%
+200
1312
$11K ﹤0.01%
95
-143
1313
$11K ﹤0.01%
+610
1314
$11K ﹤0.01%
+600
1315
$11K ﹤0.01%
400
1316
$11K ﹤0.01%
303
1317
$11K ﹤0.01%
+200
1318
$11K ﹤0.01%
336
+212
1319
$11K ﹤0.01%
168
1320
$11K ﹤0.01%
124
+46
1321
$11K ﹤0.01%
250
1322
$11K ﹤0.01%
50
+41
1323
$11K ﹤0.01%
256
1324
$11K ﹤0.01%
858
1325
$11K ﹤0.01%
+256
51 52
53
54 55