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
1726
$73.8K ﹤0.01%
6,362
+8
1727
$73.7K ﹤0.01%
4,550
-100
1728
$73.1K ﹤0.01%
2,914
+11
1729
$72.7K ﹤0.01%
1,100
1730
$72.6K ﹤0.01%
424
-620
1731
$72.3K ﹤0.01%
2,679
-7,517
1732
$72.2K ﹤0.01%
6,831
-376
1733
$71.9K ﹤0.01%
1,066
-230
1734
$71.4K ﹤0.01%
1,526
-563
1735
$71.3K ﹤0.01%
1,536
1736
$71.3K ﹤0.01%
400
1737
$71.2K ﹤0.01%
296
1738
$71.1K ﹤0.01%
2,583
+1,643
1739
$71K ﹤0.01%
1,900
+50
1740
$70.3K ﹤0.01%
2,572
+687
1741
$70.2K ﹤0.01%
2,200
-200
1742
$70.2K ﹤0.01%
973
1743
$70K ﹤0.01%
2,664
-377
1744
$69.8K ﹤0.01%
9,688
+1,052
1745
$69.7K ﹤0.01%
594
1746
$69.4K ﹤0.01%
2,220
1747
$69.3K ﹤0.01%
828
1748
$69.1K ﹤0.01%
8,652
-616
1749
$68.8K ﹤0.01%
1,499
1750
$68.5K ﹤0.01%
10,455
-72
68 69
70
71 72