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
2151
$26.4K ﹤0.01%
304
2152
$26.4K ﹤0.01%
4,279
-4,318
2153
$26.4K ﹤0.01%
6,050
2154
$26.4K ﹤0.01%
1,074
+8
2155
$26.4K ﹤0.01%
965
+3
2156
$26.3K ﹤0.01%
783
-1,327
2157
$26.3K ﹤0.01%
304
+133
2158
$26.3K ﹤0.01%
341
2159
$26.2K ﹤0.01%
3,635
+100
2160
$26.2K ﹤0.01%
1,295
-50
2161
$26.2K ﹤0.01%
69
2162
$26.1K ﹤0.01%
600
2163
$26.1K ﹤0.01%
12,010
2164
$26K ﹤0.01%
600
2165
$26K ﹤0.01%
400
2166
$26K ﹤0.01%
400
2167
$25.9K ﹤0.01%
2,000
2168
$25.9K ﹤0.01%
+507
2169
$25.9K ﹤0.01%
1,044
2170
$25.7K ﹤0.01%
+400
2171
$25.6K ﹤0.01%
1,000
2172
$25.6K ﹤0.01%
1,570
2173
$25.6K ﹤0.01%
477
2174
$25.4K ﹤0.01%
+3,500
2175
$25.3K ﹤0.01%
671
+145
85 86
87
88 89