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
1801
$60.3K ﹤0.01%
3,500
1802
$60.1K ﹤0.01%
1,300
1803
$60K ﹤0.01%
2,196
-1,625
1804
$59.9K ﹤0.01%
225
+80
1805
$59.9K ﹤0.01%
311
-325
1806
$59.8K ﹤0.01%
2,213
-111
1807
$59.7K ﹤0.01%
3,220
-1,155
1808
$59.5K ﹤0.01%
4,270
1809
$59.4K ﹤0.01%
5,023
1810
$59.4K ﹤0.01%
+4,086
1811
$59.3K ﹤0.01%
1,867
+834
1812
$59.3K ﹤0.01%
9,500
1813
$59K ﹤0.01%
14,181
-28,146
1814
$58.8K ﹤0.01%
1,617
1815
$58.8K ﹤0.01%
1,831
1816
$58.6K ﹤0.01%
1,408
1817
$58.6K ﹤0.01%
1,974
1818
$58K ﹤0.01%
915
-88
1819
$58K ﹤0.01%
5,765
+12
1820
$57.7K ﹤0.01%
3,594
-17,619
1821
$57.6K ﹤0.01%
1,670
+11
1822
$57.5K ﹤0.01%
25,452
-932
1823
$57.1K ﹤0.01%
5,905
1824
$57.1K ﹤0.01%
1,108
1825
$56.9K ﹤0.01%
908
-464
71 72
73
74 75