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
1401
$8K ﹤0.01%
437
+89
1402
$8K ﹤0.01%
65
1403
$8K ﹤0.01%
372
+2
1404
0
1405
$8K ﹤0.01%
152
1406
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233
1407
$8K ﹤0.01%
+500
1408
$8K ﹤0.01%
66
-63
1409
$8K ﹤0.01%
400
1410
$8K ﹤0.01%
223
+120
1411
$8K ﹤0.01%
68
1412
$8K ﹤0.01%
407
+7
1413
$8K ﹤0.01%
+252
1414
$8K ﹤0.01%
60
+43
1415
$8K ﹤0.01%
270
1416
$7K ﹤0.01%
414
-227
1417
$7K ﹤0.01%
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1418
$7K ﹤0.01%
+1,000
1419
$7K ﹤0.01%
556
+6
1420
$7K ﹤0.01%
+247
1421
$7K ﹤0.01%
+3,030
1422
$7K ﹤0.01%
458
1423
$7K ﹤0.01%
100
1424
$7K ﹤0.01%
300
1425
$7K ﹤0.01%
188
+164