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
1701
$2K ﹤0.01%
101
+1
1702
$2K ﹤0.01%
31
+14
1703
$2K ﹤0.01%
+1,143
1704
$2K ﹤0.01%
+13
1705
$2K ﹤0.01%
86
1706
$2K ﹤0.01%
44
1707
$2K ﹤0.01%
+75
1708
$2K ﹤0.01%
200
1709
$2K ﹤0.01%
100
1710
$2K ﹤0.01%
55
1711
$2K ﹤0.01%
24
-11
1712
$2K ﹤0.01%
80
1713
$2K ﹤0.01%
204
1714
$2K ﹤0.01%
+13
1715
$2K ﹤0.01%
+28
1716
$2K ﹤0.01%
53
1717
$2K ﹤0.01%
75
1718
$2K ﹤0.01%
+31
1719
$2K ﹤0.01%
+45
1720
$2K ﹤0.01%
34
1721
$2K ﹤0.01%
90
-37
1722
$2K ﹤0.01%
144
1723
$2K ﹤0.01%
+280
1724
$2K ﹤0.01%
131
1725
$2K ﹤0.01%
182
67 68
69
70 71