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
1476
$123K ﹤0.01%
2,191
+41
1477
$123K ﹤0.01%
1,643
+280
1478
$123K ﹤0.01%
96
1479
$123K ﹤0.01%
4,196
1480
$123K ﹤0.01%
26,897
-2,516
1481
$123K ﹤0.01%
1,265
-256
1482
$123K ﹤0.01%
622
+125
1483
$123K ﹤0.01%
978
+79
1484
$123K ﹤0.01%
2,213
-202
1485
$123K ﹤0.01%
4,469
-204
1486
$122K ﹤0.01%
1,667
-59
1487
$122K ﹤0.01%
2,997
+311
1488
$122K ﹤0.01%
20,067
+1,307
1489
$122K ﹤0.01%
2,375
1490
$122K ﹤0.01%
11,186
-1,297
1491
$122K ﹤0.01%
6,748
1492
$122K ﹤0.01%
2,419
-1,066
1493
$122K ﹤0.01%
1,568
-5,328
1494
$121K ﹤0.01%
19,575
+5,021
1495
$121K ﹤0.01%
3,873
-256
1496
$121K ﹤0.01%
4,615
-3,403
1497
$120K ﹤0.01%
6,742
+2,475
1498
$120K ﹤0.01%
6,276
-200
1499
$120K ﹤0.01%
12,300
-3,200
1500
$120K ﹤0.01%
4,853
-2,629
58 59
60
61 62