SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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
2576
$1K ﹤0.01%
10
2577
$1K ﹤0.01%
25
2578
$1K ﹤0.01%
17
2579
$1K ﹤0.01%
+84
2580
$1K ﹤0.01%
516
2581
$1K ﹤0.01%
26
2582
$1K ﹤0.01%
+140
2583
$1K ﹤0.01%
250
2584
$1K ﹤0.01%
100
2585
$1K ﹤0.01%
200
2586
$1K ﹤0.01%
33
2587
$1K ﹤0.01%
+17
2588
$1K ﹤0.01%
32
+1
2589
$1K ﹤0.01%
+7
2590
$1K ﹤0.01%
33
2591
$1K ﹤0.01%
66
2592
$1K ﹤0.01%
71
-44
2593
$1K ﹤0.01%
19
2594
$1K ﹤0.01%
93
+66
2595
$1K ﹤0.01%
50
2596
$1K ﹤0.01%
3
2597
$1K ﹤0.01%
9
2598
$1K ﹤0.01%
288
2599
$1K ﹤0.01%
21
+1
2600
$1K ﹤0.01%
150