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
1376
$162K ﹤0.01%
2,285
-419
1377
$160K ﹤0.01%
1,709
-3,318
1378
$160K ﹤0.01%
9,579
+1,393
1379
$160K ﹤0.01%
6,857
+133
1380
$159K ﹤0.01%
5,094
-2,653
1381
$158K ﹤0.01%
2,040
1382
$157K ﹤0.01%
3,049
+201
1383
$156K ﹤0.01%
1,801
-939
1384
$155K ﹤0.01%
2,457
+775
1385
$155K ﹤0.01%
7,607
+548
1386
$155K ﹤0.01%
6,035
-16,126
1387
$155K ﹤0.01%
4,502
-549
1388
$155K ﹤0.01%
2,277
-452
1389
$154K ﹤0.01%
874
+45
1390
$153K ﹤0.01%
2,038
-239
1391
$152K ﹤0.01%
3,843
1392
$152K ﹤0.01%
188
+26
1393
$152K ﹤0.01%
5,112
+40
1394
$152K ﹤0.01%
389
+59
1395
$151K ﹤0.01%
1,644
-132
1396
$151K ﹤0.01%
556
1397
$151K ﹤0.01%
2,950
1398
$150K ﹤0.01%
2,917
+1,774
1399
$150K ﹤0.01%
3,552
-700
1400
$149K ﹤0.01%
5,503
-1,700
54 55
56
57 58