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
1551
$108K ﹤0.01%
4,399
+150
1552
$108K ﹤0.01%
8,712
+3,501
1553
$107K ﹤0.01%
2,406
1554
$107K ﹤0.01%
3,174
+304
1555
$107K ﹤0.01%
4,092
-3,107
1556
$106K ﹤0.01%
978
1557
$106K ﹤0.01%
2,750
+2,050
1558
$106K ﹤0.01%
421
1559
$105K ﹤0.01%
3,195
+1,851
1560
$105K ﹤0.01%
9,157
1561
$104K ﹤0.01%
1,247
1562
$104K ﹤0.01%
800
1563
$104K ﹤0.01%
3,880
-212
1564
$104K ﹤0.01%
75
1565
$104K ﹤0.01%
1,109
-130
1566
$104K ﹤0.01%
2,465
1567
$104K ﹤0.01%
7,241
+521
1568
$104K ﹤0.01%
4,001
-27,768
1569
$104K ﹤0.01%
10,839
-91
1570
$103K ﹤0.01%
819
1571
$103K ﹤0.01%
800
-1,300
1572
$103K ﹤0.01%
6,700
+200
1573
$103K ﹤0.01%
2,553
+15
1574
$103K ﹤0.01%
4,358
-9
1575
$102K ﹤0.01%
9,541
-186
61 62
63
64 65