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
1376
$9K ﹤0.01%
261
+118
1377
$9K ﹤0.01%
54
-77
1378
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169
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$9K ﹤0.01%
155
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$9K ﹤0.01%
299
-308
1381
$9K ﹤0.01%
625
-500
1382
$8K ﹤0.01%
212
+100
1383
$8K ﹤0.01%
260
+215
1384
$8K ﹤0.01%
1,714
+556
1385
$8K ﹤0.01%
115
1386
$8K ﹤0.01%
92
1387
$8K ﹤0.01%
+624
1388
$8K ﹤0.01%
433
+100
1389
$8K ﹤0.01%
94
1390
$8K ﹤0.01%
1,150
+858
1391
$8K ﹤0.01%
+990
1392
$8K ﹤0.01%
568
+12
1393
$8K ﹤0.01%
400
1394
$8K ﹤0.01%
+276
1395
$8K ﹤0.01%
200
1396
$8K ﹤0.01%
400
1397
$8K ﹤0.01%
683
-45
1398
$8K ﹤0.01%
830
1399
$8K ﹤0.01%
245
+190
1400
$8K ﹤0.01%
91
54 55
56
57 58