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
1601
$3K ﹤0.01%
150
1602
$3K ﹤0.01%
+200
1603
$3K ﹤0.01%
+207
1604
$3K ﹤0.01%
31
1605
$3K ﹤0.01%
255
1606
$3K ﹤0.01%
101
1607
$3K ﹤0.01%
375
+310
1608
$3K ﹤0.01%
64
1609
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102
1610
$3K ﹤0.01%
66
1611
$3K ﹤0.01%
+322
1612
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47
1613
$3K ﹤0.01%
+113
1614
$3K ﹤0.01%
133
1615
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+75
1616
$3K ﹤0.01%
108
1617
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120
1618
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201
+140
1619
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28
1620
$3K ﹤0.01%
+2,000
1621
$3K ﹤0.01%
100
-20
1622
$3K ﹤0.01%
320
1623
$3K ﹤0.01%
100
1624
$3K ﹤0.01%
496
+108
1625
$3K ﹤0.01%
65
63 64
65
66 67