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
1476
$6K ﹤0.01%
200
1477
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1478
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+300
1479
$5K ﹤0.01%
+148
1480
$5K ﹤0.01%
2,580
+1,600
1481
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1482
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1483
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20
1484
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1485
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28
-1
1488
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96
-44
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143
1490
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+4,971
1491
$5K ﹤0.01%
372
-74
1492
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1493
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1,000
-810
1494
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1495
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1496
$5K ﹤0.01%
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1497
$5K ﹤0.01%
147
1498
$5K ﹤0.01%
240
1499
$5K ﹤0.01%
150
+74
1500
$5K ﹤0.01%
94
58 59
60
61 62