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
1526
$113K ﹤0.01%
5,098
-30,809
1527
$113K ﹤0.01%
1,559
+4
1528
$113K ﹤0.01%
4,949
+713
1529
$113K ﹤0.01%
819
1530
$113K ﹤0.01%
4,126
1531
$113K ﹤0.01%
600
-25
1532
$112K ﹤0.01%
13,392
-3,521
1533
$112K ﹤0.01%
2,728
+200
1534
$111K ﹤0.01%
1,327
1535
$111K ﹤0.01%
10,630
1536
$111K ﹤0.01%
1,333
+200
1537
$111K ﹤0.01%
+3,800
1538
$111K ﹤0.01%
2,531
+222
1539
$111K ﹤0.01%
17,054
+1,133
1540
$110K ﹤0.01%
2,770
-1,380
1541
$110K ﹤0.01%
3,197
+500
1542
$110K ﹤0.01%
4,800
1543
$110K ﹤0.01%
2,920
1544
$110K ﹤0.01%
3,782
-1,116
1545
$110K ﹤0.01%
1,953
-35
1546
$109K ﹤0.01%
2,024
+824
1547
$109K ﹤0.01%
1,744
1548
$108K ﹤0.01%
1,149
+100
1549
$108K ﹤0.01%
1,261
-174
1550
$108K ﹤0.01%
1,010
+96
60 61
62
63 64