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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$9.13M
3 +$9.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.71M
5
TSN icon
Tyson Foods
TSN
+$8.02M

Sector Composition

1 Technology 13.77%
2 Consumer Discretionary 7.41%
3 Healthcare 6.91%
4 Financials 5.72%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$2K ﹤0.01%
+11,536
2527
$2K ﹤0.01%
38
2528
$2K ﹤0.01%
+42
2529
$1K ﹤0.01%
37
2530
$1K ﹤0.01%
100
2531
$1K ﹤0.01%
18
2532
$1K ﹤0.01%
300
2533
$1K ﹤0.01%
30
2534
$1K ﹤0.01%
305
2535
$1K ﹤0.01%
60
2536
$1K ﹤0.01%
268
2537
$1K ﹤0.01%
162
2538
$1K ﹤0.01%
+22
2539
$1K ﹤0.01%
+82
2540
$1K ﹤0.01%
480
2541
$1K ﹤0.01%
+105
2542
$1K ﹤0.01%
150
2543
$1K ﹤0.01%
137
2544
$1K ﹤0.01%
95
2545
$1K ﹤0.01%
+47
2546
$1K ﹤0.01%
78
2547
$1K ﹤0.01%
22
2548
$1K ﹤0.01%
180
2549
$1K ﹤0.01%
19
-315
2550
$1K ﹤0.01%
29