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
2126
$27.9K ﹤0.01%
270
2127
$27.9K ﹤0.01%
1,611
+57
2128
$27.8K ﹤0.01%
542
2129
$27.8K ﹤0.01%
712
2130
$27.7K ﹤0.01%
600
2131
$27.7K ﹤0.01%
1,821
2132
$27.7K ﹤0.01%
555
-100
2133
$27.7K ﹤0.01%
176
2134
$27.5K ﹤0.01%
300
+1
2135
$27.4K ﹤0.01%
80
2136
$27.4K ﹤0.01%
1,162
2137
$27.4K ﹤0.01%
1,864
2138
$27.3K ﹤0.01%
482
-294
2139
$27.1K ﹤0.01%
1,200
2140
$26.9K ﹤0.01%
2,394
-1,500
2141
$26.9K ﹤0.01%
650
2142
$26.9K ﹤0.01%
542
2143
$26.8K ﹤0.01%
2,000
2144
$26.8K ﹤0.01%
218
2145
$26.8K ﹤0.01%
1,350
2146
$26.7K ﹤0.01%
1,619
2147
$26.6K ﹤0.01%
900
2148
$26.6K ﹤0.01%
1,338
+55
2149
$26.5K ﹤0.01%
7,800
-2,000
2150
$26.5K ﹤0.01%
2,200
+900
84 85
86
87 88