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
1701
$76.9K ﹤0.01%
405
1702
$76.9K ﹤0.01%
752
+86
1703
$76.8K ﹤0.01%
7,222
-20,401
1704
$76.8K ﹤0.01%
780
+87
1705
$76.8K ﹤0.01%
4,629
+25
1706
$76.6K ﹤0.01%
2,134
+55
1707
$76.6K ﹤0.01%
700
-58
1708
$76.6K ﹤0.01%
4,250
1709
$76.4K ﹤0.01%
6,452
-700
1710
$76.2K ﹤0.01%
2,104
1711
$76.2K ﹤0.01%
1,781
+420
1712
$76K ﹤0.01%
14,045
+1,294
1713
$75.9K ﹤0.01%
1,195
+195
1714
$75.9K ﹤0.01%
2,456
+325
1715
$75.4K ﹤0.01%
2,564
1716
$75.3K ﹤0.01%
2,500
+10
1717
$75.2K ﹤0.01%
6,001
+941
1718
$74.9K ﹤0.01%
3,728
-75
1719
$74.8K ﹤0.01%
4,746
1720
$74.7K ﹤0.01%
2,690
+14
1721
$74.7K ﹤0.01%
5,488
-2,180
1722
$74.6K ﹤0.01%
3,730
-24,325
1723
$74.5K ﹤0.01%
2,249
-125
1724
$74.2K ﹤0.01%
827
+100
1725
$74K ﹤0.01%
6,300
67 68
69
70 71