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
1876
$51K ﹤0.01%
2,819
1877
$50.9K ﹤0.01%
600
1878
$50.8K ﹤0.01%
2,320
-1,870
1879
$50.8K ﹤0.01%
607
-100
1880
$50.7K ﹤0.01%
+1,595
1881
$50.6K ﹤0.01%
652
+139
1882
$50.6K ﹤0.01%
393
+114
1883
$50.5K ﹤0.01%
3,204
+1,004
1884
$50.4K ﹤0.01%
653
-126
1885
$50.4K ﹤0.01%
892
-838
1886
$50.4K ﹤0.01%
1,426
1887
$50.2K ﹤0.01%
3,332
-1,666
1888
$50.1K ﹤0.01%
850
-497
1889
$50K ﹤0.01%
2,000
-200
1890
$50K ﹤0.01%
2,408
1891
$49.9K ﹤0.01%
145
1892
$49.8K ﹤0.01%
1,500
1893
$49.7K ﹤0.01%
10,730
-45,481
1894
$49.3K ﹤0.01%
1,226
1895
$49.1K ﹤0.01%
2,600
1896
$49K ﹤0.01%
2,000
1897
$49K ﹤0.01%
1,354
+4
1898
$48.9K ﹤0.01%
300
1899
$48.5K ﹤0.01%
31,092
+14
1900
$48.3K ﹤0.01%
+5,034
74 75
76
77 78