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
1351
$4K ﹤0.01%
92
1352
$4K ﹤0.01%
+100
1353
$4K ﹤0.01%
68
1354
$4K ﹤0.01%
332
-1,002
1355
$4K ﹤0.01%
700
1356
$4K ﹤0.01%
66
1357
$4K ﹤0.01%
67
1358
$4K ﹤0.01%
48
-12
1359
$4K ﹤0.01%
29
+11
1360
$4K ﹤0.01%
117
1361
$4K ﹤0.01%
124
1362
$4K ﹤0.01%
105
+63
1363
$4K ﹤0.01%
143
1364
$4K ﹤0.01%
93
1365
$4K ﹤0.01%
64
1366
$4K ﹤0.01%
113
+76
1367
$4K ﹤0.01%
320
1368
$4K ﹤0.01%
164
-28
1369
$4K ﹤0.01%
300
1370
$3K ﹤0.01%
101
1371
$3K ﹤0.01%
255
1372
$3K ﹤0.01%
+1,400
1373
$3K ﹤0.01%
38
+21
1374
$3K ﹤0.01%
24
-4
1375
$3K ﹤0.01%
120
53 54
55
56 57