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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
$2.97B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$4.48M
3 +$2.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.7M
5
PANW icon
Palo Alto Networks
PANW
+$2.56M

Sector Composition

1 Technology 9.59%
2 Financials 7.34%
3 Consumer Discretionary 6.8%
4 Healthcare 6.02%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1K ﹤0.01%
+300
2552
$1K ﹤0.01%
95
2553
$1K ﹤0.01%
182
2554
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2555
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2556
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2557
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2558
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2559
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2560
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2561
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79
2562
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2563
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2564
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2565
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2566
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2567
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18
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2570
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2571
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7
2572
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2573
$1K ﹤0.01%
+50
2574
$1K ﹤0.01%
291
2575
$1K ﹤0.01%
600