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
1651
$86.7K ﹤0.01%
472
1652
$86.7K ﹤0.01%
281
1653
$86.6K ﹤0.01%
2,196
+472
1654
$86.4K ﹤0.01%
2,263
1655
$86.1K ﹤0.01%
10,981
-1,387
1656
$85.6K ﹤0.01%
16,374
-5,975
1657
$85.5K ﹤0.01%
6,436
+661
1658
$85.4K ﹤0.01%
7,875
+7,500
1659
$85.4K ﹤0.01%
2,183
-1,470
1660
$85.4K ﹤0.01%
1,350
1661
$85.2K ﹤0.01%
280
1662
$85.1K ﹤0.01%
508
-2,205
1663
$85.1K ﹤0.01%
+3,300
1664
$84.8K ﹤0.01%
1,646
-2,034
1665
$84.6K ﹤0.01%
9,900
+2,900
1666
$84.5K ﹤0.01%
5,394
1667
$84.4K ﹤0.01%
2,289
+191
1668
$84K ﹤0.01%
3,090
+1,000
1669
$84K ﹤0.01%
1,478
1670
$83.8K ﹤0.01%
3,360
-2,291
1671
$83.7K ﹤0.01%
4,500
+1,300
1672
$83.6K ﹤0.01%
20,533
+7,711
1673
$83.4K ﹤0.01%
2,163
-229
1674
$82.9K ﹤0.01%
994
+770
1675
$82.7K ﹤0.01%
6,344
65 66
67
68 69