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
1376
$3K ﹤0.01%
386
1377
$3K ﹤0.01%
72
+50
1378
$3K ﹤0.01%
112
-78
1379
$3K ﹤0.01%
47
-41
1380
$3K ﹤0.01%
+150
1381
$3K ﹤0.01%
85
1382
$3K ﹤0.01%
600
1383
$3K ﹤0.01%
31
+11
1384
$3K ﹤0.01%
94
+39
1385
$3K ﹤0.01%
65
-55
1386
$3K ﹤0.01%
35
-1
1387
$3K ﹤0.01%
200
1388
$3K ﹤0.01%
+280
1389
$3K ﹤0.01%
100
1390
$3K ﹤0.01%
62
+22
1391
$3K ﹤0.01%
69
-81
1392
$3K ﹤0.01%
152
1393
$3K ﹤0.01%
122
1394
$3K ﹤0.01%
+100
1395
$3K ﹤0.01%
+120
1396
$3K ﹤0.01%
27
-17
1397
$3K ﹤0.01%
464
+223
1398
$3K ﹤0.01%
+299
1399
$3K ﹤0.01%
200
1400
$3K ﹤0.01%
212
+60
54 55
56
57 58