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
$10.8B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,899
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$29.2M
3
+$29.1M
4
MSFT icon
Microsoft
MSFT
+$28.8M
5
PHM icon
Pultegroup
PHM
+$25M

Top Sells

1
+$20.4M
2
+$18.4M
3
+$15M
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$13.9M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$13.1M

Sector Composition

1 Technology 16.79%
2 Financials 7.18%
3 Consumer Discretionary 6.31%
4 Healthcare 5.94%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$37.6K ﹤0.01%
2,263
+33
2377
$37.5K ﹤0.01%
1,684
+1,326
2378
$37.3K ﹤0.01%
128
+108
2379
$37.2K ﹤0.01%
1,060
2380
$37.2K ﹤0.01%
2,907
-164
2381
$37.1K ﹤0.01%
3,200
2382
$37.1K ﹤0.01%
972
2383
$37K ﹤0.01%
+925
2384
$36.9K ﹤0.01%
200
-250
2385
$36.8K ﹤0.01%
1,000
+900
2386
$36.8K ﹤0.01%
+627
2387
$36.7K ﹤0.01%
661
+429
2388
$36.7K ﹤0.01%
1,088
2389
$36.7K ﹤0.01%
873
2390
$36.7K ﹤0.01%
900
2391
$36.6K ﹤0.01%
+375
2392
$36.6K ﹤0.01%
392
-205
2393
$36.5K ﹤0.01%
614
2394
$36.5K ﹤0.01%
321
+11
2395
$36.4K ﹤0.01%
174
+50
2396
$36.4K ﹤0.01%
975
2397
$36.4K ﹤0.01%
327
+323
2398
$36.4K ﹤0.01%
1,069
-197
2399
$35.9K ﹤0.01%
1,548
-18
2400
$35.9K ﹤0.01%
2,271
94 95
96
97 98