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
1751
$1K ﹤0.01%
+100
1752
$1K ﹤0.01%
400
1753
$1K ﹤0.01%
+14
1754
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+30
1755
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65
1756
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71
1757
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23
-10
1758
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1759
$1K ﹤0.01%
+30
1760
$1K ﹤0.01%
61
1761
$1K ﹤0.01%
18
-24
1762
$1K ﹤0.01%
+200
1763
$1K ﹤0.01%
43
-35
1764
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80
1765
$1K ﹤0.01%
500
1766
$1K ﹤0.01%
+55
1767
$1K ﹤0.01%
388
-3,612
1768
$1K ﹤0.01%
113
1769
$1K ﹤0.01%
55
1770
$1K ﹤0.01%
180
1771
$1K ﹤0.01%
+102
1772
$1K ﹤0.01%
154
1773
$1K ﹤0.01%
28
1774
$1K ﹤0.01%
44
-35
1775
$1K ﹤0.01%
17
69 70
71
72 73