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
$9.49B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,765
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$12.8M
3 +$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$11.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10M

Sector Composition

1 Technology 17.44%
2 Financials 6.71%
3 Healthcare 6.03%
4 Consumer Discretionary 5.86%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$18.2K ﹤0.01%
379
+32
2577
$18.1K ﹤0.01%
387
+96
2578
$18.1K ﹤0.01%
125
2579
$18K ﹤0.01%
400
2580
$18K ﹤0.01%
432
2581
$18K ﹤0.01%
9,000
2582
$17.9K ﹤0.01%
143
+7
2583
$17.8K ﹤0.01%
+1,100
2584
$17.5K ﹤0.01%
1,417
2585
$17.5K ﹤0.01%
+500
2586
$17.5K ﹤0.01%
351
2587
$17.4K ﹤0.01%
6,500
2588
$17.3K ﹤0.01%
+575
2589
$17.3K ﹤0.01%
403
2590
$17.3K ﹤0.01%
400
2591
$17K ﹤0.01%
+400
2592
$17K ﹤0.01%
562
+85
2593
$17K ﹤0.01%
4,000
+2,000
2594
$16.9K ﹤0.01%
350
2595
$16.9K ﹤0.01%
360
2596
$16.9K ﹤0.01%
350
2597
$16.8K ﹤0.01%
281
+22
2598
$16.7K ﹤0.01%
208
-1,491
2599
$16.6K ﹤0.01%
154
+103
2600
$16.5K ﹤0.01%
1,122