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
1676
$82.7K ﹤0.01%
1,024
-23,092
1677
$82.4K ﹤0.01%
7,661
1678
$82.3K ﹤0.01%
3,645
1679
$81.9K ﹤0.01%
2,026
-29
1680
$81.6K ﹤0.01%
4,376
+6
1681
$81.4K ﹤0.01%
6,981
1682
$81.1K ﹤0.01%
1,177
+616
1683
$80.9K ﹤0.01%
699
+1
1684
$80.5K ﹤0.01%
597
-45
1685
$80.5K ﹤0.01%
497
+200
1686
$79.7K ﹤0.01%
1,696
+337
1687
$79.6K ﹤0.01%
2,998
-200
1688
$79.5K ﹤0.01%
749
+74
1689
$79.4K ﹤0.01%
4,085
+3,071
1690
$79.2K ﹤0.01%
403
-450
1691
$78.5K ﹤0.01%
2,045
+309
1692
$78.2K ﹤0.01%
816
1693
$78.2K ﹤0.01%
500
1694
$78.2K ﹤0.01%
3,416
-11,150
1695
$78.1K ﹤0.01%
7,240
+1,020
1696
$78.1K ﹤0.01%
3,384
1697
$77.9K ﹤0.01%
3,179
-2,397
1698
$77.8K ﹤0.01%
1,476
1699
$77.8K ﹤0.01%
493
+380
1700
$77.2K ﹤0.01%
12,115
+1,415
66 67
68
69 70