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
1626
$90.2K ﹤0.01%
2,291
+3
1627
$89.9K ﹤0.01%
799
+67
1628
$89.5K ﹤0.01%
2,784
-878
1629
$89.4K ﹤0.01%
6,828
+1,594
1630
$89.4K ﹤0.01%
4,500
1631
$89.3K ﹤0.01%
7,802
1632
$89.2K ﹤0.01%
5,050
-2,365
1633
$89.1K ﹤0.01%
+5,000
1634
$89K ﹤0.01%
825
-69
1635
$88.7K ﹤0.01%
2,435
-1,447
1636
$88.6K ﹤0.01%
1,745
1637
$88.6K ﹤0.01%
3,781
-889
1638
$88.5K ﹤0.01%
3,766
-1,602
1639
$88K ﹤0.01%
9,180
+575
1640
$88K ﹤0.01%
536
1641
$87.9K ﹤0.01%
1,400
1642
$87.9K ﹤0.01%
7,661
-1,754
1643
$87.7K ﹤0.01%
1,301
-100
1644
$87.5K ﹤0.01%
1,351
1645
$87.5K ﹤0.01%
4,159
-2,803
1646
$87.5K ﹤0.01%
1,750
+600
1647
$87.4K ﹤0.01%
1,253
-147
1648
$87.1K ﹤0.01%
782
-120
1649
$87K ﹤0.01%
11,300
+5,800
1650
$86.8K ﹤0.01%
602
-3
64 65
66
67 68