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
2026
$35.6K ﹤0.01%
3,240
2027
$35.6K ﹤0.01%
819
2028
$35.3K ﹤0.01%
2,517
2029
$35.2K ﹤0.01%
621
+2
2030
$35.2K ﹤0.01%
2,865
2031
$35.2K ﹤0.01%
1,075
-130
2032
$35.1K ﹤0.01%
247
+37
2033
$35K ﹤0.01%
+558
2034
$34.9K ﹤0.01%
+1,300
2035
$34.8K ﹤0.01%
1,904
2036
$34.8K ﹤0.01%
410
2037
$34.7K ﹤0.01%
938
+161
2038
$34.7K ﹤0.01%
900
2039
$34.6K ﹤0.01%
781
+395
2040
$34.5K ﹤0.01%
1,400
2041
$34.3K ﹤0.01%
1,691
+754
2042
$34.2K ﹤0.01%
1,571
2043
$34.1K ﹤0.01%
+755
2044
$34.1K ﹤0.01%
1,837
+1,798
2045
$34K ﹤0.01%
281
-240
2046
$33.9K ﹤0.01%
2,339
2047
$33.8K ﹤0.01%
1,300
2048
$33.6K ﹤0.01%
1,959
-180
2049
$33.6K ﹤0.01%
809
2050
$33.5K ﹤0.01%
859
80 81
82
83 84