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
2076
$31.1K ﹤0.01%
+1,534
2077
$31K ﹤0.01%
5,150
2078
$31K ﹤0.01%
8,045
+1,495
2079
$30.9K ﹤0.01%
5,000
2080
$30.9K ﹤0.01%
220
2081
$30.3K ﹤0.01%
1,755
+1,093
2082
$30.3K ﹤0.01%
662
2083
$30.1K ﹤0.01%
718
2084
$29.9K ﹤0.01%
500
2085
$29.8K ﹤0.01%
1,381
-257
2086
$29.6K ﹤0.01%
886
-51
2087
$29.5K ﹤0.01%
3,835
+185
2088
$29.4K ﹤0.01%
694
2089
$29.3K ﹤0.01%
+1,383
2090
$29.3K ﹤0.01%
370
2091
$29.2K ﹤0.01%
1,175
+175
2092
$29.2K ﹤0.01%
+846
2093
$29.2K ﹤0.01%
283
-106
2094
$29.2K ﹤0.01%
2,488
-462
2095
$29.1K ﹤0.01%
950
2096
$29.1K ﹤0.01%
540
2097
$29K ﹤0.01%
1,288
2098
$29K ﹤0.01%
1,148
2099
$28.9K ﹤0.01%
6,629
-108
2100
$28.9K ﹤0.01%
700
-700
82 83
84
85 86