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
2551
$1K ﹤0.01%
32
+1
2552
$1K ﹤0.01%
+7
2553
$1K ﹤0.01%
33
2554
$1K ﹤0.01%
66
2555
$1K ﹤0.01%
71
-44
2556
$1K ﹤0.01%
19
2557
$1K ﹤0.01%
93
+66
2558
$1K ﹤0.01%
288
2559
$1K ﹤0.01%
100
2560
$1K ﹤0.01%
661
2561
$1K ﹤0.01%
1,980
+1,750
2562
$1K ﹤0.01%
58
+1
2563
$1K ﹤0.01%
400
2564
$1K ﹤0.01%
37
2565
$1K ﹤0.01%
100
2566
$1K ﹤0.01%
18
2567
$1K ﹤0.01%
300
2568
$1K ﹤0.01%
30
2569
$1K ﹤0.01%
105
2570
$1K ﹤0.01%
+32
2571
$1K ﹤0.01%
20
2572
$1K ﹤0.01%
50
2573
$1K ﹤0.01%
27
2574
$1K ﹤0.01%
305
2575
$1K ﹤0.01%
60