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
1576
$102K ﹤0.01%
2,606
-658
1577
$102K ﹤0.01%
2,229
+10
1578
$102K ﹤0.01%
5,592
+1,318
1579
$101K ﹤0.01%
1,410
-3
1580
$101K ﹤0.01%
6,200
1581
$101K ﹤0.01%
1,917
+1
1582
$101K ﹤0.01%
2,843
-9,006
1583
$101K ﹤0.01%
831
-13
1584
$101K ﹤0.01%
4,389
1585
$100K ﹤0.01%
1,064
1586
$100K ﹤0.01%
12,128
1587
$99.9K ﹤0.01%
+4,200
1588
$99.9K ﹤0.01%
8,586
1589
$99.8K ﹤0.01%
2,570
-120
1590
$99.5K ﹤0.01%
1,309
1591
$99.4K ﹤0.01%
28,083
+4,000
1592
$98.9K ﹤0.01%
1,385
-56
1593
$98.9K ﹤0.01%
1,940
1594
$98.7K ﹤0.01%
5,504
1595
$98.2K ﹤0.01%
1,521
-2,799
1596
$96.6K ﹤0.01%
20,344
+367
1597
$96.5K ﹤0.01%
2,412
1598
$96.2K ﹤0.01%
1,652
-239
1599
$95.6K ﹤0.01%
+3,720
1600
$95.5K ﹤0.01%
1,250
+13
62 63
64
65 66