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
2051
$33.3K ﹤0.01%
1,875
+875
2052
$33.3K ﹤0.01%
+3,000
2053
$33.3K ﹤0.01%
830
+65
2054
$33.1K ﹤0.01%
623
-5,383
2055
$33.1K ﹤0.01%
+1,909
2056
$33K ﹤0.01%
1,750
2057
$32.8K ﹤0.01%
1,680
+1
2058
$32.8K ﹤0.01%
146
-6
2059
$32.8K ﹤0.01%
3,744
+49
2060
$32.7K ﹤0.01%
1,666
2061
$32.5K ﹤0.01%
3,651
2062
$32.5K ﹤0.01%
1,089
-880
2063
$32.5K ﹤0.01%
35,500
2064
$32.4K ﹤0.01%
453
-23
2065
$32.2K ﹤0.01%
6,433
+123
2066
$32.2K ﹤0.01%
1,128
+100
2067
$32.1K ﹤0.01%
579
2068
$32.1K ﹤0.01%
3,728
2069
$32K ﹤0.01%
3,126
2070
$31.7K ﹤0.01%
675
2071
$31.6K ﹤0.01%
975
2072
$31.6K ﹤0.01%
372
2073
$31.4K ﹤0.01%
971
2074
$31.3K ﹤0.01%
1,023
2075
$31.1K ﹤0.01%
+1,264
81 82
83
84 85