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
1751
$68.4K ﹤0.01%
1,361
-135
1752
$68.2K ﹤0.01%
2,065
+1,995
1753
$68.2K ﹤0.01%
10,931
+234
1754
$68K ﹤0.01%
826
-50
1755
$68K ﹤0.01%
485
-8
1756
$67.7K ﹤0.01%
564
+346
1757
$67.4K ﹤0.01%
8,638
-18,577
1758
$67.2K ﹤0.01%
3,086
-610
1759
$67.2K ﹤0.01%
2,418
+750
1760
$67.1K ﹤0.01%
23,138
-17,816
1761
$67K ﹤0.01%
1,503
+61
1762
$66.9K ﹤0.01%
700
-100
1763
$66.8K ﹤0.01%
2,343
+2,248
1764
$66.6K ﹤0.01%
7,080
+500
1765
$66.4K ﹤0.01%
2,400
1766
$66.3K ﹤0.01%
3,595
1767
$66.2K ﹤0.01%
12,850
-12,750
1768
$66K ﹤0.01%
834
1769
$65.9K ﹤0.01%
900
+2
1770
$65.9K ﹤0.01%
+1,610
1771
$65.7K ﹤0.01%
500
1772
$65.4K ﹤0.01%
4,850
1773
$65.2K ﹤0.01%
6,061
1774
$65.1K ﹤0.01%
1,151
-14
1775
$64.5K ﹤0.01%
+2,586
69 70
71
72 73