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
2326
$18.4K ﹤0.01%
4,000
2327
$18.3K ﹤0.01%
328
2328
$18.3K ﹤0.01%
154
-6,976
2329
$18.3K ﹤0.01%
+737
2330
$18.3K ﹤0.01%
+727
2331
$18.3K ﹤0.01%
+814
2332
$18.2K ﹤0.01%
103
2333
$18.2K ﹤0.01%
2,206
+2,200
2334
$18.2K ﹤0.01%
444
2335
$18.1K ﹤0.01%
+839
2336
$18.1K ﹤0.01%
1,671
2337
$18.1K ﹤0.01%
838
+100
2338
$18.1K ﹤0.01%
200
2339
$18.1K ﹤0.01%
315
+5
2340
$18.1K ﹤0.01%
1,072
-20
2341
$18K ﹤0.01%
306
+15
2342
$18K ﹤0.01%
337
2343
$17.9K ﹤0.01%
1,078
2344
$17.9K ﹤0.01%
191
-150
2345
$17.8K ﹤0.01%
316
2346
$17.8K ﹤0.01%
400
+100
2347
$17.7K ﹤0.01%
367
2348
$17.7K ﹤0.01%
1,500
2349
$17.7K ﹤0.01%
151
2350
$17.7K ﹤0.01%
382
92 93
94
95 96