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
2276
$20.5K ﹤0.01%
+510
2277
$20.5K ﹤0.01%
+500
2278
$20.5K ﹤0.01%
796
2279
$20.4K ﹤0.01%
261
2280
$20.4K ﹤0.01%
+680
2281
$20.3K ﹤0.01%
350
2282
$20.3K ﹤0.01%
300
2283
$20.3K ﹤0.01%
+812
2284
$20.3K ﹤0.01%
1,462
-1,504
2285
$20.2K ﹤0.01%
739
+37
2286
$20.2K ﹤0.01%
+560
2287
$20.1K ﹤0.01%
307
+2
2288
$20.1K ﹤0.01%
1,028
2289
$20K ﹤0.01%
645
2290
$19.9K ﹤0.01%
130
+9
2291
$19.9K ﹤0.01%
334
+25
2292
$19.9K ﹤0.01%
1,002
2293
$19.8K ﹤0.01%
529
+300
2294
$19.8K ﹤0.01%
510
-54
2295
$19.8K ﹤0.01%
259
-120
2296
$19.8K ﹤0.01%
326
+1
2297
$19.7K ﹤0.01%
100
2298
$19.7K ﹤0.01%
300
2299
$19.6K ﹤0.01%
723
2300
$19.5K ﹤0.01%
428
+2
90 91
92
93 94