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
1776
$64.4K ﹤0.01%
724
+146
1777
$64K ﹤0.01%
632
1778
$64K ﹤0.01%
1,284
+9
1779
$63.9K ﹤0.01%
3,200
+1,000
1780
$63.5K ﹤0.01%
2,031
1781
$63.4K ﹤0.01%
1,740
1782
$63.3K ﹤0.01%
1,498
+778
1783
$63.3K ﹤0.01%
983
1784
$63.1K ﹤0.01%
1,135
+369
1785
$62.8K ﹤0.01%
1,287
1786
$62.5K ﹤0.01%
2,151
-168
1787
$62.5K ﹤0.01%
18,269
-565
1788
$62.3K ﹤0.01%
2,500
1789
$62.3K ﹤0.01%
734
+4
1790
$62.1K ﹤0.01%
1,550
-995
1791
$61.9K ﹤0.01%
4,156
-2,100
1792
$61.9K ﹤0.01%
1,815
1793
$61.8K ﹤0.01%
5,500
+500
1794
$61.7K ﹤0.01%
1,339
1795
$61.7K ﹤0.01%
2,093
-62
1796
$61.4K ﹤0.01%
3,760
1797
$61.4K ﹤0.01%
2,649
+2,050
1798
$60.8K ﹤0.01%
3,096
1799
$60.8K ﹤0.01%
4,173
+131
1800
$60.5K ﹤0.01%
1,315
-296
70 71
72
73 74