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
1551
$4K ﹤0.01%
113
1552
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60
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657
+15
1554
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+100
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+8
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$4K ﹤0.01%
1,400
-725
1563
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300
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491
+390
1565
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100
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403
+357
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124
-28
1571
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1572
$4K ﹤0.01%
280
1573
$4K ﹤0.01%
95
1574
$4K ﹤0.01%
+180
1575
$4K ﹤0.01%
100
61 62
63
64 65