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%
+105
2552
$1K ﹤0.01%
18
2553
$1K ﹤0.01%
100
2554
$1K ﹤0.01%
661
2555
$1K ﹤0.01%
37
2556
$1K ﹤0.01%
100
2557
$1K ﹤0.01%
18
2558
$1K ﹤0.01%
300
2559
$1K ﹤0.01%
30
2560
$1K ﹤0.01%
105
2561
$1K ﹤0.01%
+32
2562
$1K ﹤0.01%
305
2563
$1K ﹤0.01%
60
2564
$1K ﹤0.01%
+42
2565
$1K ﹤0.01%
268
2566
$1K ﹤0.01%
162
2567
$1K ﹤0.01%
+22
2568
$1K ﹤0.01%
+82
2569
$1K ﹤0.01%
150
2570
$1K ﹤0.01%
137
2571
$1K ﹤0.01%
95
2572
$1K ﹤0.01%
+47
2573
$1K ﹤0.01%
78
2574
$1K ﹤0.01%
22
2575
$1K ﹤0.01%
180