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
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

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%
10,000
+9,000
2528
$2K ﹤0.01%
100
-200
2529
$1K ﹤0.01%
160
2530
$1K ﹤0.01%
200
2531
$1K ﹤0.01%
100
2532
$1K ﹤0.01%
480
2533
$1K ﹤0.01%
+105
2534
$1K ﹤0.01%
150
2535
$1K ﹤0.01%
137
2536
$1K ﹤0.01%
+5
2537
$1K ﹤0.01%
18
2538
$1K ﹤0.01%
25
2539
$1K ﹤0.01%
17
2540
$1K ﹤0.01%
+257
2541
$1K ﹤0.01%
+84
2542
$1K ﹤0.01%
516
2543
$1K ﹤0.01%
26
2544
$1K ﹤0.01%
+140
2545
$1K ﹤0.01%
269
2546
$1K ﹤0.01%
250
2547
$1K ﹤0.01%
100
2548
$1K ﹤0.01%
33
2549
$1K ﹤0.01%
+100
2550
$1K ﹤0.01%
+17