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
1351
$174K ﹤0.01%
9,781
-1,047
1352
$173K ﹤0.01%
20,500
1353
$173K ﹤0.01%
28,875
+8,373
1354
$173K ﹤0.01%
1,564
+128
1355
$172K ﹤0.01%
4,386
+414
1356
$172K ﹤0.01%
4,566
+745
1357
$172K ﹤0.01%
2,883
-22,917
1358
$172K ﹤0.01%
12,285
+2,400
1359
$171K ﹤0.01%
4,302
+1,000
1360
$171K ﹤0.01%
2,277
-124
1361
$170K ﹤0.01%
10,500
1362
$170K ﹤0.01%
8,170
+9
1363
$168K ﹤0.01%
21,302
+2,570
1364
$168K ﹤0.01%
1,202
1365
$167K ﹤0.01%
7,585
+409
1366
$167K ﹤0.01%
8,924
-1,341
1367
$165K ﹤0.01%
4,899
1368
$164K ﹤0.01%
7,140
-3,917
1369
$164K ﹤0.01%
3,176
1370
$164K ﹤0.01%
6,364
+3,374
1371
$163K ﹤0.01%
10,697
1372
$163K ﹤0.01%
10,261
+123
1373
$163K ﹤0.01%
14,997
+1,508
1374
$163K ﹤0.01%
2,753
+74
1375
$162K ﹤0.01%
1,988
+140
53 54
55
56 57