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
1901
$48.3K ﹤0.01%
13,708
-43,618
1902
$48.2K ﹤0.01%
4,742
1903
$47.9K ﹤0.01%
624
1904
$47.7K ﹤0.01%
903
1905
$47.6K ﹤0.01%
665
1906
$47.6K ﹤0.01%
350
1907
$47.6K ﹤0.01%
5,850
1908
$47.5K ﹤0.01%
3,688
-2,139
1909
$47K ﹤0.01%
556
-821
1910
$47K ﹤0.01%
2,491
1911
$46.8K ﹤0.01%
+2,250
1912
$46.7K ﹤0.01%
7,500
-1,000
1913
$46.7K ﹤0.01%
790
1914
$46.6K ﹤0.01%
247
-165
1915
$46.5K ﹤0.01%
3,344
1916
$46.5K ﹤0.01%
1,325
-264
1917
$46.4K ﹤0.01%
8,500
1918
$46.2K ﹤0.01%
243
1919
$46.2K ﹤0.01%
1,319
1920
$46.1K ﹤0.01%
842
1921
$46K ﹤0.01%
1,300
1922
$46K ﹤0.01%
553
1923
$45.8K ﹤0.01%
1,116
+616
1924
$45.8K ﹤0.01%
865
1925
$45.7K ﹤0.01%
2,720
75 76
77
78 79